ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 249 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,308,415 | -10.2% | 52,908 | -10.6% | 1.39% | +1.5% |
| Q2 2023 | $1,457,274 | +0.6% | 59,191 | +0.5% | 1.37% | -7.3% |
| Q1 2023 | $1,448,952 | +1.0% | 58,924 | +0.3% | 1.47% | -9.5% |
| Q4 2022 | $1,434,680 | -6.7% | 58,750 | -6.9% | 1.63% | -7.1% |
| Q3 2022 | $1,537,000 | -1.6% | 63,103 | -0.0% | 1.75% | +3.0% |
| Q2 2022 | $1,562,000 | -4.2% | 63,108 | -2.8% | 1.70% | +12.7% |
| Q1 2022 | $1,630,000 | – | 64,951 | – | 1.51% | – |
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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% |