ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 310 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,866,617 | +0.6% | 114,072 | +0.3% | 2.09% | -2.1% |
| Q1 2024 | $2,849,307 | +34.9% | 113,745 | +34.1% | 2.13% | +21.5% |
| Q4 2023 | $2,112,517 | +16.7% | 84,806 | +15.9% | 1.76% | +8.1% |
| Q3 2023 | $1,809,701 | +111.8% | 73,178 | +110.9% | 1.62% | +107.5% |
| Q2 2023 | $854,342 | +78.2% | 34,701 | +78.0% | 0.78% | +62.4% |
| Q1 2023 | $479,398 | – | 19,496 | – | 0.48% | – |
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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% |