ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 10 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,166,858 | +15.3% | 411,114 | +14.8% | 1.52% | +15.7% |
| Q2 2023 | $8,818,473 | +6.6% | 358,183 | +6.4% | 1.31% | +1.1% |
| Q1 2023 | $8,274,555 | +2596.1% | 336,501 | +2577.4% | 1.30% | +1607.9% |
| Q4 2022 | $306,911 | +2.6% | 12,568 | +2.4% | 0.08% | 0.0% |
| Q3 2022 | $299,000 | -2.0% | 12,274 | 0.0% | 0.08% | +8.6% |
| Q2 2022 | $305,000 | – | 12,274 | – | 0.07% | – |
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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% |