ISHARES TR's ticker is IBDM and the CUSIP is 46434VBK5. A total of 2 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
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 ↓ |
|---|---|---|---|
| BerganKDV Wealth Management, LLC | 1,306,429 | $32,543,000 | 4.58% |
| AlphaMark Advisors, LLC | 478,299 | $11,914,000 | 4.56% |
| Matthew Goff Investment Advisor, LLC | 536,942 | $13,375,000 | 3.98% |
| Trust Co of Kansas | 291,632 | $7,265,000 | 3.80% |
| Cottage Street Advisors LLC | 159,583 | $3,975,000 | 3.72% |
| Aptus Capital Advisors, LLC | 2,724,066 | $67,856,000 | 3.11% |
| MV CAPITAL MANAGEMENT, INC. | 640,327 | $15,951,000 | 3.02% |
| Cribstone Capital Management, LLC | 155,634 | $3,877,000 | 2.66% |
| RVW Wealth, LLC | 693,386 | $17,000,000 | 2.49% |
| Day & Ennis, LLC | 237,980 | $5,928,000 | 2.36% |