ISHARES TR's ticker is IBDM and the CUSIP is 46434VBK5. A total of 194 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2021 | $202,000 | -74.7% | 8,179 | -74.6% | 0.01% | -74.2% |
Q2 2021 | $797,000 | +13.9% | 32,179 | +14.2% | 0.03% | +3.3% |
Q1 2021 | $700,000 | -0.3% | 28,179 | 0.0% | 0.03% | -9.1% |
Q4 2020 | $702,000 | -0.6% | 28,179 | 0.0% | 0.03% | -13.2% |
Q3 2020 | $706,000 | +212.4% | 28,179 | +213.1% | 0.04% | +171.4% |
Q2 2020 | $226,000 | – | 9,000 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
BerganKDV Wealth Management, LLC | 988,979 | $24,101,000 | 5.39% |
Tillar-Wenstrup Advisors, LLC | 339,183 | $8,266,000 | 4.60% |
Cottage Street Advisors LLC | 233,408 | $5,687,000 | 3.34% |
Day & Ennis, LLC | 152,317 | $3,712,000 | 2.75% |
Fragasso Group Inc. | 412,965 | $10,064,000 | 2.59% |
CORDA Investment Management, LLC. | 827,757 | $20,172,000 | 2.50% |
CAPITAL ADVISORS INC/OK | 1,434,848 | $34,967,000 | 2.10% |
Murphy, Middleton, Hinkle & Parker, Inc. | 111,957 | $2,728,000 | 2.04% |
Gateway Advisory, LLC | 238,838 | $5,820,000 | 1.64% |
MV CAPITAL MANAGEMENT, INC. | 215,614 | $5,255,000 | 1.36% |