ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 306 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $638,133 | +0.4% | 25,804 | 0.0% | 0.10% | 0.0% |
| Q2 2023 | $635,294 | +0.1% | 25,804 | 0.0% | 0.10% | -8.0% |
| Q1 2023 | $634,520 | +0.7% | 25,804 | 0.0% | 0.11% | -4.3% |
| Q4 2022 | $630,134 | +19.1% | 25,804 | +18.9% | 0.12% | +6.4% |
| Q3 2022 | $529,000 | +23.3% | 21,709 | +25.1% | 0.11% | +29.4% |
| Q2 2022 | $429,000 | +13.5% | 17,352 | +15.4% | 0.08% | +25.0% |
| Q1 2022 | $378,000 | -2.6% | 15,040 | +0.5% | 0.07% | 0.0% |
| Q4 2021 | $388,000 | -1.3% | 14,962 | 0.0% | 0.07% | -12.8% |
| Q3 2021 | $393,000 | -0.5% | 14,962 | 0.0% | 0.08% | 0.0% |
| Q2 2021 | $395,000 | 0.0% | 14,962 | 0.0% | 0.08% | -8.2% |
| Q1 2021 | $395,000 | -0.8% | 14,962 | 0.0% | 0.08% | -9.6% |
| Q4 2020 | $398,000 | +0.5% | 14,962 | 0.0% | 0.09% | -8.7% |
| Q3 2020 | $396,000 | +0.5% | 14,962 | 0.0% | 0.10% | -9.6% |
| Q2 2020 | $394,000 | – | 14,962 | – | 0.11% | – |
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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% |