ISHARES TR's ticker is IBDM and the CUSIP is 46434VBK5. A total of 55 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,869,000 | +6.2% | 74,929 | +6.4% | 0.01% | 0.0% |
| Q3 2019 | $1,760,000 | +7.3% | 70,415 | +7.0% | 0.01% | 0.0% |
| Q2 2019 | $1,640,000 | +11.3% | 65,826 | +10.3% | 0.01% | +9.1% |
| Q1 2019 | $1,474,000 | +152.8% | 59,662 | +149.5% | 0.01% | +120.0% |
| Q4 2018 | $583,000 | +11.7% | 23,914 | +11.6% | 0.01% | +25.0% |
| Q3 2018 | $522,000 | +76.4% | 21,424 | +77.2% | 0.00% | +33.3% |
| Q2 2018 | $296,000 | 0.0% | 12,088 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $296,000 | -51.3% | 12,088 | -50.7% | 0.00% | -50.0% |
| Q4 2017 | $608,000 | +2.0% | 24,501 | +2.9% | 0.01% | 0.0% |
| Q3 2017 | $596,000 | +2.8% | 23,799 | +2.6% | 0.01% | -14.3% |
| Q2 2017 | $580,000 | +13.3% | 23,203 | +12.5% | 0.01% | +16.7% |
| Q1 2017 | $512,000 | +89.6% | 20,627 | +92.6% | 0.01% | +50.0% |
| Q4 2016 | $270,000 | -0.4% | 10,711 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $271,000 | +401.9% | 10,711 | +402.2% | 0.00% | +300.0% |
| Q2 2016 | $54,000 | +1.9% | 2,133 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $53,000 | – | 2,133 | – | 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% |