ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 120 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,033,000 | -1.3% | 39,828 | 0.0% | 0.18% | -14.1% |
| Q3 2021 | $1,047,000 | -0.3% | 39,828 | 0.0% | 0.21% | -1.4% |
| Q2 2021 | $1,050,000 | -0.1% | 39,828 | 0.0% | 0.21% | -7.1% |
| Q1 2021 | $1,051,000 | +9.1% | 39,828 | +9.9% | 0.22% | 0.0% |
| Q4 2020 | $963,000 | +0.5% | 36,228 | 0.0% | 0.22% | -15.1% |
| Q3 2020 | $958,000 | +42.8% | 36,228 | +42.3% | 0.26% | +31.8% |
| Q2 2020 | $671,000 | +6.7% | 25,461 | 0.0% | 0.20% | -6.9% |
| Q1 2020 | $629,000 | +38.9% | 25,461 | +44.4% | 0.22% | +100.0% |
| Q4 2019 | $453,000 | -19.0% | 17,637 | -19.0% | 0.11% | -21.7% |
| Q3 2019 | $559,000 | +22.6% | 21,766 | +21.7% | 0.14% | +19.0% |
| Q2 2019 | $456,000 | +2.5% | 17,884 | 0.0% | 0.12% | +4.5% |
| Q1 2019 | $445,000 | – | 17,884 | – | 0.11% | – |
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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% |