ISHARES TR's ticker is IBDM and the CUSIP is 46434VBK5. A total of 103 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $10,711,000 | -32.7% | 433,122 | -32.6% | 0.00% | -25.0% |
| Q2 2021 | $15,926,000 | +1.5% | 642,659 | +1.8% | 0.00% | -20.0% |
| Q1 2021 | $15,693,000 | -7.4% | 631,489 | -7.1% | 0.01% | 0.0% |
| Q4 2020 | $16,938,000 | +5.9% | 679,953 | +6.5% | 0.01% | -16.7% |
| Q3 2020 | $15,989,000 | +8.7% | 638,324 | +9.2% | 0.01% | 0.0% |
| Q2 2020 | $14,705,000 | +14.3% | 584,686 | +12.0% | 0.01% | 0.0% |
| Q1 2020 | $12,869,000 | +9.7% | 522,025 | +11.0% | 0.01% | +50.0% |
| Q4 2019 | $11,735,000 | +22.8% | 470,135 | +23.0% | 0.00% | 0.0% |
| Q3 2019 | $9,555,000 | +22.2% | 382,166 | +21.8% | 0.00% | +33.3% |
| Q2 2019 | $7,822,000 | +14.3% | 313,760 | +13.4% | 0.00% | 0.0% |
| Q1 2019 | $6,842,000 | +92.7% | 276,787 | +89.9% | 0.00% | +50.0% |
| Q4 2018 | $3,550,000 | -4.1% | 145,784 | -4.1% | 0.00% | 0.0% |
| Q3 2018 | $3,703,000 | +10.8% | 152,053 | +10.9% | 0.00% | 0.0% |
| Q2 2018 | $3,341,000 | +27.2% | 137,097 | +27.8% | 0.00% | +100.0% |
| Q1 2018 | $2,626,000 | +15.7% | 107,284 | +17.2% | 0.00% | 0.0% |
| Q4 2017 | $2,269,000 | +12.0% | 91,501 | +13.2% | 0.00% | 0.0% |
| Q3 2017 | $2,025,000 | +9.8% | 80,843 | +9.5% | 0.00% | 0.0% |
| Q2 2017 | $1,845,000 | +22.7% | 73,833 | +21.8% | 0.00% | 0.0% |
| Q1 2017 | $1,504,000 | +6.7% | 60,611 | +6.3% | 0.00% | 0.0% |
| Q4 2016 | $1,409,000 | -0.2% | 57,035 | +2.4% | 0.00% | 0.0% |
| Q3 2016 | $1,412,000 | +5.3% | 55,715 | +5.6% | 0.00% | 0.0% |
| Q2 2016 | $1,341,000 | +3.8% | 52,765 | +2.1% | 0.00% | 0.0% |
| Q1 2016 | $1,292,000 | -0.6% | 51,702 | -3.3% | 0.00% | 0.0% |
| Q4 2015 | $1,300,000 | -0.8% | 53,460 | +0.8% | 0.00% | 0.0% |
| Q3 2015 | $1,310,000 | +2083.3% | 53,023 | +2091.0% | 0.00% | – |
| Q2 2015 | $60,000 | +53.8% | 2,420 | +528.6% | 0.00% | – |
| Q1 2015 | $39,000 | – | 385 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Paradigm, Strategies in Wealth Management, LLC | 670,666 | $16,666,000 | 16.10% |
| Matthew Goff Investment Advisor, LLC | 411,453 | $10,225,000 | 2.88% |
| Aptus Capital Advisors, LLC | 3,176,866 | $78,945,000 | 2.83% |
| Cottage Street Advisors LLC | 158,513 | $3,939,000 | 2.58% |
| Cribstone Capital Management, LLC | 153,665 | $3,819,000 | 2.51% |
| MV CAPITAL MANAGEMENT, INC. | 547,428 | $13,604,000 | 2.48% |
| RVW Wealth, LLC | 763,502 | $19,000,000 | 2.48% |
| Day & Ennis, LLC | 236,158 | $5,869,000 | 2.22% |
| CORDA Investment Management, LLC. | 886,532 | $22,030,000 | 2.00% |
| Gateway Advisory, LLC | 313,874 | $7,800,000 | 1.97% |