ISHARES TR's ticker is IBDM and the CUSIP is 46434VBK5. A total of 210 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $480,000 | -3.8% | 19,396 | -3.6% | 0.02% | -4.3% |
| Q2 2021 | $499,000 | +0.8% | 20,124 | +1.0% | 0.02% | -11.5% |
| Q1 2021 | $495,000 | +0.2% | 19,928 | +0.4% | 0.03% | +4.0% |
| Q4 2020 | $494,000 | +2.1% | 19,846 | +2.6% | 0.02% | -3.8% |
| Q3 2020 | $484,000 | +1.3% | 19,340 | +1.8% | 0.03% | -3.7% |
| Q2 2020 | $478,000 | -2.6% | 18,998 | -4.6% | 0.03% | -20.6% |
| Q1 2020 | $491,000 | +1.4% | 19,923 | +2.8% | 0.03% | +21.4% |
| Q4 2019 | $484,000 | +1.5% | 19,380 | +1.6% | 0.03% | -3.4% |
| Q3 2019 | $477,000 | +0.8% | 19,083 | +0.2% | 0.03% | -6.5% |
| Q2 2019 | $473,000 | +4.9% | 19,047 | +4.4% | 0.03% | 0.0% |
| Q1 2019 | $451,000 | -36.0% | 18,249 | -36.9% | 0.03% | -41.5% |
| Q4 2018 | $705,000 | -1.0% | 28,940 | -1.0% | 0.05% | -7.0% |
| Q3 2018 | $712,000 | +3.5% | 29,228 | +3.6% | 0.06% | -6.6% |
| Q2 2018 | $688,000 | +8.5% | 28,214 | +8.9% | 0.06% | +13.0% |
| Q1 2018 | $634,000 | -6.6% | 25,908 | -5.4% | 0.05% | -12.9% |
| Q4 2017 | $679,000 | +13.9% | 27,377 | +15.1% | 0.06% | +31.9% |
| Q3 2017 | $596,000 | +0.3% | 23,780 | 0.0% | 0.05% | -6.0% |
| Q2 2017 | $594,000 | +4.9% | 23,780 | +4.2% | 0.05% | -2.0% |
| Q1 2017 | $566,000 | +0.4% | 22,825 | 0.0% | 0.05% | -15.0% |
| Q4 2016 | $564,000 | – | 22,825 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cottage Street Advisors LLC | 338,375 | $8,365,000 | 5.13% |
| BerganKDV Wealth Management, LLC | 1,013,462 | $25,053,000 | 5.12% |
| Tillar-Wenstrup Advisors, LLC | 345,253 | $8,535,000 | 4.90% |
| Clearshares LLC | 173,312 | $4,284,000 | 4.15% |
| Day & Ennis, LLC | 239,361 | $5,917,000 | 3.32% |
| Matthew Goff Investment Advisor, LLC | 279,859 | $6,918,000 | 3.19% |
| RVW Wealth, LLC | 501,370 | $12,394,000 | 3.16% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 543,412 | $13,433,000 | 2.80% |
| Guidant Wealth Advisors | 286,854 | $7,091,000 | 2.76% |
| Fragasso Group Inc. | 507,547 | $12,547,000 | 2.68% |