ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 366 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $7,837,062 | -10.1% | 311,861 | -10.4% | 0.17% | -15.2% |
| Q1 2024 | $8,718,998 | -39.3% | 348,064 | -39.6% | 0.20% | -44.5% |
| Q4 2023 | $14,361,235 | +70.6% | 576,525 | +69.3% | 0.36% | +51.3% |
| Q3 2023 | $8,419,035 | +124.6% | 340,438 | +123.6% | 0.24% | +124.8% |
| Q2 2023 | $3,748,770 | +70.7% | 152,265 | +70.5% | 0.10% | +61.5% |
| Q1 2023 | $2,195,958 | +0.1% | 89,303 | -0.5% | 0.06% | -20.7% |
| Q4 2022 | $2,192,699 | -12.7% | 89,791 | -12.9% | 0.08% | -73.5% |
| Q3 2022 | $2,511,000 | +3.4% | 103,117 | +5.1% | 0.31% | +206.9% |
| Q2 2022 | $2,429,000 | -7.2% | 98,130 | -5.9% | 0.10% | +8.6% |
| Q1 2022 | $2,618,000 | -1.1% | 104,303 | +2.2% | 0.09% | -4.1% |
| Q4 2021 | $2,647,000 | +18.2% | 102,100 | +19.9% | 0.10% | +10.2% |
| Q3 2021 | $2,239,000 | -6.1% | 85,169 | -5.8% | 0.09% | -10.2% |
| Q2 2021 | $2,384,000 | +2.7% | 90,423 | +2.8% | 0.10% | -10.9% |
| Q1 2021 | $2,321,000 | +8.1% | 87,968 | +8.8% | 0.11% | +4.8% |
| Q4 2020 | $2,148,000 | +15.5% | 80,827 | +14.9% | 0.10% | 0.0% |
| Q3 2020 | $1,860,000 | +18.7% | 70,348 | +18.3% | 0.10% | +9.4% |
| Q2 2020 | $1,567,000 | -16.8% | 59,447 | -18.9% | 0.10% | -36.0% |
| Q4 2019 | $1,883,000 | +517.4% | 73,291 | +517.4% | 0.15% | +455.6% |
| Q3 2019 | $305,000 | -30.8% | 11,870 | -35.1% | 0.03% | -34.1% |
| Q3 2018 | $441,000 | +1.6% | 18,279 | +1.3% | 0.04% | -2.4% |
| Q2 2018 | $434,000 | +28.0% | 18,044 | +29.8% | 0.04% | +23.5% |
| Q1 2018 | $339,000 | -2.6% | 13,905 | 0.0% | 0.03% | -5.6% |
| Q4 2017 | $348,000 | – | 13,905 | – | 0.04% | – |
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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% |