ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 251 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $355 | -30.1% | 14,109 | -30.5% | 0.03% | -65.9% |
| Q1 2024 | $508 | -7.8% | 20,289 | -8.3% | 0.08% | -14.1% |
| Q4 2023 | $551 | -29.8% | 22,136 | -30.3% | 0.10% | -20.8% |
| Q3 2023 | $785 | -4.6% | 31,753 | -5.0% | 0.12% | +19.0% |
| Q2 2023 | $823 | -7.1% | 33,427 | -7.2% | 0.10% | -34.8% |
| Q1 2023 | $886 | +3.0% | 36,035 | +2.3% | 0.16% | -17.4% |
| Q4 2022 | $860 | -99.9% | 35,232 | -96.2% | 0.20% | -9.3% |
| Q3 2022 | $934,000 | +17.6% | 934,198 | +2813.1% | 0.22% | +77.7% |
| Q2 2022 | $794,000 | +2381.2% | 32,069 | -96.0% | 0.12% | -12.9% |
| Q1 2022 | $32,000 | -96.6% | 805,911 | +2116.7% | 0.14% | +11.2% |
| Q4 2021 | $934,000 | -2.8% | 36,356 | -0.6% | 0.12% | -5.3% |
| Q3 2021 | $961,000 | – | 36,566 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mid-American Wealth Advisory Group, Inc. | 612,976 | $15,404,083 | 9.84% |
| Keeler Thomas Management LLC | 647,064 | $16,271,877 | 5.54% |
| Summit Investment Advisory Services, LLC | 186,871 | $4,696,070 | 5.52% |
| Ruggaard & Associates LLC | 468,012 | $11,761,134 | 5.44% |
| Houlihan Financial Resource Group, Ltd. | 285,608 | $7,177 | 4.90% |
| Gratus Wealth Advisors, LLC | 1,050,634 | $26,391,921 | 4.55% |
| PFG Private Wealth Management, LLC | 288,423 | $7,248,077 | 4.40% |
| NovaPoint Capital, LLC | 448,302 | $11,265,829 | 3.82% |
| Madden Advisory Services, Inc. | 267,237 | $6,715,668 | 3.41% |
| Michael S. Ryan, Inc. | 178,464 | $4,484,809 | 3.40% |