ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 286 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $930,120 | +4.1% | 37,611 | +3.6% | 0.68% | +7.7% |
Q2 2023 | $893,632 | -10.1% | 36,297 | -10.3% | 0.64% | -2.6% |
Q1 2023 | $994,518 | +17.0% | 40,444 | +16.2% | 0.65% | +19.6% |
Q4 2022 | $850,133 | +1.1% | 34,813 | +0.8% | 0.55% | -4.5% |
Q3 2022 | $841,000 | +31.8% | 34,547 | +34.0% | 0.57% | -58.3% |
Q2 2022 | $638,000 | – | 25,774 | – | 1.37% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Mid-American Wealth Advisory Group, Inc. | 653,268 | $16,155,318 | 13.05% |
Ruggaard & Associates LLC | 422,716 | $10,453,767 | 6.22% |
Keeler Thomas Management LLC | 598,551 | $15,001,301 | 5.55% |
Paradigm, Strategies in Wealth Management, LLC | 349,637 | $8,646,517 | 5.51% |
NovaPoint Capital, LLC | 553,121 | $13,678,686 | 5.43% |
Gateway Advisory, LLC | 1,033,848 | $25,567,054 | 5.21% |
PFG Private Wealth Management, LLC | 283,060 | $7,000,068 | 5.20% |
Scissortail Wealth Management, LLC | 263,841 | $6,527,406 | 5.14% |
Michael S. Ryan, Inc. | 196,272 | $4,861,647 | 4.64% |
Windsor Capital Management, LLC | 436,410 | $10,792,409 | 3.74% |