ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 194 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $13,218 | -41.2% | 526 | -41.4% | 0.01% | -44.4% |
| Q1 2024 | $22,495 | +0.6% | 898 | 0.0% | 0.02% | -14.3% |
| Q4 2023 | $22,370 | +0.7% | 898 | 0.0% | 0.02% | -8.7% |
| Q3 2023 | $22,208 | +0.4% | 898 | 0.0% | 0.02% | +4.5% |
| Q2 2023 | $22,109 | -31.0% | 898 | -31.1% | 0.02% | -37.1% |
| Q1 2023 | $32,040 | -26.4% | 1,303 | -26.9% | 0.04% | -34.0% |
| Q4 2022 | $43,516 | -14.7% | 1,782 | -15.2% | 0.05% | -13.1% |
| Q3 2022 | $51,000 | -84.9% | 2,102 | -84.6% | 0.06% | -83.6% |
| Q2 2022 | $338,000 | -15.3% | 13,670 | -13.9% | 0.37% | +8.5% |
| Q1 2022 | $399,000 | -28.4% | 15,878 | -26.0% | 0.34% | -23.1% |
| Q4 2021 | $557,000 | +4.7% | 21,469 | +6.1% | 0.45% | -2.8% |
| Q3 2021 | $532,000 | -0.2% | 20,227 | 0.0% | 0.46% | -1.3% |
| Q2 2021 | $533,000 | 0.0% | 20,227 | 0.0% | 0.46% | -5.5% |
| Q1 2021 | $533,000 | – | 20,227 | – | 0.49% | – |
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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% |