ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 189 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23,225 | -77.2% | 939 | -77.3% | 0.02% | -76.5% |
| Q2 2023 | $101,960 | +14.9% | 4,141 | +14.7% | 0.08% | +11.0% |
| Q1 2023 | $88,771 | +5.7% | 3,610 | +4.7% | 0.07% | -3.9% |
| Q4 2022 | $84,000 | +1.2% | 3,449 | +0.8% | 0.08% | -7.3% |
| Q3 2022 | $83,000 | -45.0% | 3,422 | -43.9% | 0.08% | -42.3% |
| Q2 2022 | $151,000 | -47.9% | 6,099 | -47.2% | 0.14% | -44.7% |
| Q1 2022 | $290,000 | -1.4% | 11,548 | +1.7% | 0.26% | +8.4% |
| Q4 2021 | $294,000 | +14.0% | 11,351 | +15.6% | 0.24% | +5.8% |
| Q3 2021 | $258,000 | +58.3% | 9,819 | +58.8% | 0.22% | +52.4% |
| Q2 2021 | $163,000 | +1.9% | 6,185 | +1.9% | 0.15% | -4.5% |
| Q1 2021 | $160,000 | – | 6,069 | – | 0.15% | – |
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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% |