ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 174 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $47,947,640 | +1472.7% | 1,938,845 | +1465.7% | 1.12% | +1552.9% |
| Q2 2023 | $3,048,819 | -21.1% | 123,835 | -22.0% | 0.07% | -35.8% |
| Q3 2022 | $3,865,000 | +31.5% | 158,735 | +33.7% | 0.11% | +41.3% |
| Q2 2022 | $2,939,000 | -1.4% | 118,735 | 0.0% | 0.08% | +10.3% |
| Q1 2022 | $2,980,000 | +28.1% | 118,735 | +32.3% | 0.07% | +33.3% |
| Q4 2021 | $2,327,000 | -1.4% | 89,735 | 0.0% | 0.05% | -10.5% |
| Q3 2021 | $2,359,000 | -0.3% | 89,735 | 0.0% | 0.06% | -1.7% |
| Q2 2021 | $2,366,000 | -0.1% | 89,735 | 0.0% | 0.06% | -7.9% |
| Q1 2021 | $2,368,000 | – | 89,735 | – | 0.06% | – |
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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% |