ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 288 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $636 | -20.7% | 25,343 | -20.9% | 0.09% | -22.3% |
| Q1 2024 | $802 | -31.2% | 32,046 | -31.6% | 0.12% | -34.6% |
| Q4 2023 | $1,166 | -19.0% | 46,823 | -19.6% | 0.18% | -26.6% |
| Q3 2023 | $1,440 | -19.7% | 58,215 | -20.1% | 0.25% | -16.3% |
| Q2 2023 | $1,793 | -21.2% | 72,821 | -21.2% | 0.30% | -24.8% |
| Q1 2023 | $2,274 | -15.3% | 92,389 | -15.5% | 0.40% | -17.0% |
| Q4 2022 | $2,685 | -99.9% | 109,387 | -1.1% | 0.48% | -13.8% |
| Q3 2022 | $2,685,000 | -0.6% | 110,629 | +1.3% | 0.56% | -1.9% |
| Q2 2022 | $2,700,000 | +1243.3% | 109,233 | +1262.0% | 0.57% | +1400.0% |
| Q1 2022 | $201,000 | -3.4% | 8,020 | +0.1% | 0.04% | 0.0% |
| Q4 2021 | $208,000 | +9.5% | 8,009 | +10.9% | 0.04% | +11.8% |
| Q3 2021 | $190,000 | 0.0% | 7,225 | +0.2% | 0.03% | -2.9% |
| Q2 2021 | $190,000 | 0.0% | 7,213 | +0.2% | 0.04% | -5.4% |
| Q1 2021 | $190,000 | +50.8% | 7,199 | +51.8% | 0.04% | +42.3% |
| Q4 2020 | $126,000 | – | 4,743 | – | 0.03% | – |
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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% |