ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 306 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $149 | +21.1% | 6 | +20.0% | 0.00% | – |
| Q2 2023 | $123 | +146.0% | 5 | +150.0% | 0.00% | – |
| Q1 2023 | $50 | -86.3% | 2 | -86.7% | 0.00% | – |
| Q4 2022 | $366 | – | 15 | +1400.0% | 0.00% | – |
| Q3 2022 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q2 2022 | $0 | – | 1 | -50.0% | 0.00% | – |
| Q1 2022 | $0 | -100.0% | 2 | -92.6% | 0.00% | – |
| Q3 2021 | $1,000 | 0.0% | 27 | -30.8% | 0.00% | – |
| Q2 2021 | $1,000 | – | 39 | +1850.0% | 0.00% | – |
| Q1 2021 | $0 | – | 2 | +100.0% | 0.00% | – |
| Q4 2020 | $0 | -100.0% | 1 | -99.9% | 0.00% | – |
| Q2 2020 | $30,000 | +7.1% | 1,139 | 0.0% | 0.00% | – |
| Q1 2020 | $28,000 | -12.5% | 1,139 | -8.4% | 0.00% | – |
| Q4 2019 | $32,000 | -3.0% | 1,243 | -3.1% | 0.00% | – |
| Q3 2019 | $33,000 | 0.0% | 1,283 | 0.0% | 0.00% | – |
| Q2 2019 | $33,000 | -72.0% | 1,283 | -73.0% | 0.00% | – |
| Q1 2019 | $118,000 | – | 4,756 | +475500.0% | 0.00% | – |
| Q4 2018 | $0 | – | 1 | -75.0% | 0.00% | – |
| Q3 2018 | $0 | – | 4 | – | 0.00% | – |
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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% |