ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 227 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,106,668 | +32.2% | 44,750 | +31.6% | 0.13% | +34.0% |
| Q2 2023 | $837,080 | +0.1% | 34,000 | 0.0% | 0.10% | -6.7% |
| Q1 2023 | $836,060 | +0.7% | 34,000 | 0.0% | 0.10% | -2.8% |
| Q4 2022 | $830,280 | +0.3% | 34,000 | 0.0% | 0.11% | -9.3% |
| Q3 2022 | $828,000 | -8.3% | 34,000 | -6.8% | 0.12% | -4.1% |
| Q2 2022 | $903,000 | -1.4% | 36,500 | 0.0% | 0.12% | +0.8% |
| Q1 2022 | $916,000 | -3.2% | 36,500 | 0.0% | 0.12% | +3.4% |
| Q4 2021 | $946,000 | -1.5% | 36,500 | 0.0% | 0.12% | -11.3% |
| Q3 2021 | $960,000 | -0.3% | 36,500 | 0.0% | 0.13% | -2.2% |
| Q2 2021 | $963,000 | 0.0% | 36,500 | 0.0% | 0.14% | -9.3% |
| Q1 2021 | $963,000 | -0.7% | 36,500 | 0.0% | 0.15% | -21.5% |
| Q4 2020 | $970,000 | +0.5% | 36,500 | 0.0% | 0.19% | -12.8% |
| Q3 2020 | $965,000 | -7.3% | 36,500 | -7.6% | 0.22% | -16.7% |
| Q2 2020 | $1,041,000 | +6.7% | 39,500 | 0.0% | 0.26% | +1.2% |
| Q1 2020 | $976,000 | -3.8% | 39,500 | 0.0% | 0.26% | +15.6% |
| Q4 2019 | $1,015,000 | – | 39,500 | – | 0.22% | – |
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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% |