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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $487,000 | -17.3% | 19,545 | -16.8% | 0.06% | -25.3% |
| Q3 2020 | $589,000 | -15.6% | 23,490 | -15.3% | 0.08% | -24.2% |
| Q2 2020 | $698,000 | -17.9% | 27,740 | -19.5% | 0.10% | -33.6% |
| Q1 2020 | $850,000 | -1.3% | 34,465 | 0.0% | 0.15% | +21.1% |
| Q4 2019 | $861,000 | -24.5% | 34,465 | -24.4% | 0.12% | -30.1% |
| Q3 2019 | $1,140,000 | 0.0% | 45,615 | -0.3% | 0.18% | -2.2% |
| Q2 2019 | $1,140,000 | -4.2% | 45,740 | -5.0% | 0.18% | -6.7% |
| Q1 2019 | $1,190,000 | -5.9% | 48,140 | -7.3% | 0.19% | -11.9% |
| Q4 2018 | $1,265,000 | -4.9% | 51,940 | -4.9% | 0.22% | +20.3% |
| Q3 2018 | $1,330,000 | -2.1% | 54,595 | -2.1% | 0.18% | -7.6% |
| Q2 2018 | $1,359,000 | -3.5% | 55,764 | -3.2% | 0.20% | -6.2% |
| Q1 2018 | $1,409,000 | +7.6% | 57,595 | +7.9% | 0.21% | +9.9% |
| Q4 2017 | $1,310,000 | +3.0% | 53,395 | +5.2% | 0.19% | +25.7% |
| Q3 2017 | $1,272,000 | -11.0% | 50,770 | -11.2% | 0.15% | -29.3% |
| Q2 2017 | $1,429,000 | +16.4% | 57,175 | +15.5% | 0.22% | +23.6% |
| Q1 2017 | $1,228,000 | – | 49,485 | – | 0.17% | – |
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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% |