ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 95 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,623 | +0.4% | 470 | 0.0% | 0.00% | – |
| Q2 2023 | $11,571 | +0.1% | 470 | 0.0% | 0.00% | – |
| Q1 2023 | $11,557 | +0.7% | 470 | 0.0% | 0.00% | – |
| Q4 2022 | $11,477 | +4.3% | 470 | 0.0% | 0.00% | – |
| Q3 2022 | $11,000 | -8.3% | 470 | 0.0% | 0.00% | – |
| Q2 2022 | $12,000 | 0.0% | 470 | 0.0% | 0.00% | – |
| Q1 2022 | $12,000 | -96.6% | 470 | -96.5% | 0.00% | – |
| Q2 2021 | $355,000 | 0.0% | 13,450 | 0.0% | 0.00% | – |
| Q1 2021 | $355,000 | +29.6% | 13,450 | +30.5% | 0.00% | – |
| Q4 2020 | $274,000 | +0.4% | 10,305 | 0.0% | 0.00% | – |
| Q3 2020 | $273,000 | +0.4% | 10,305 | 0.0% | 0.00% | – |
| Q2 2020 | $272,000 | +6.7% | 10,305 | 0.0% | 0.00% | – |
| Q1 2020 | $255,000 | -3.8% | 10,305 | 0.0% | 0.00% | – |
| Q4 2019 | $265,000 | +60.6% | 10,305 | +60.8% | 0.00% | – |
| Q3 2019 | $165,000 | +15.4% | 6,410 | +14.0% | 0.00% | – |
| Q2 2019 | $143,000 | – | 5,625 | – | 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% |