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 | $1,542,703 | +54.6% | 61,389 | +54.1% | 0.43% | +32.0% |
| Q1 2024 | $997,877 | +74.1% | 39,835 | +73.2% | 0.32% | +49.8% |
| Q4 2023 | $573,051 | +72.5% | 23,005 | +71.3% | 0.22% | +35.6% |
| Q3 2023 | $332,166 | +96180.0% | 13,432 | -4.3% | 0.16% | -3.6% |
| Q2 2023 | $345 | -54.8% | 14,041 | -54.8% | 0.17% | -64.2% |
| Q1 2023 | $764 | +39.4% | 31,057 | +38.5% | 0.46% | +18.4% |
| Q4 2022 | $548 | -99.9% | 22,430 | +17.7% | 0.39% | -8.8% |
| Q3 2022 | $464,000 | – | 19,051 | – | 0.43% | – |
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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% |