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 | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $5,040,000 | +2.9% | 203,793 | +3.1% | 0.06% | +1.8% |
| Q2 2021 | $4,899,000 | +4.9% | 197,689 | +5.2% | 0.06% | -5.0% |
| Q1 2021 | $4,669,000 | +2.2% | 187,895 | +2.5% | 0.06% | -14.3% |
| Q4 2020 | $4,568,000 | +18.3% | 183,390 | +18.9% | 0.07% | +4.5% |
| Q3 2020 | $3,863,000 | +37.2% | 154,198 | +37.7% | 0.07% | +26.4% |
| Q2 2020 | $2,816,000 | +16.8% | 111,975 | +14.5% | 0.05% | +12.8% |
| Q1 2020 | $2,411,000 | +1.6% | 97,811 | +2.9% | 0.05% | +23.7% |
| Q4 2019 | $2,373,000 | +82.5% | 95,089 | +82.8% | 0.04% | +65.2% |
| Q3 2019 | $1,300,000 | +27.7% | 52,017 | +27.4% | 0.02% | +21.1% |
| Q2 2019 | $1,018,000 | +156.4% | 40,838 | +154.3% | 0.02% | +171.4% |
| Q1 2019 | $397,000 | +30.2% | 16,056 | +28.3% | 0.01% | +16.7% |
| Q4 2018 | $305,000 | 0.0% | 12,515 | 0.0% | 0.01% | +20.0% |
| Q3 2018 | $305,000 | +2441.7% | 12,515 | +2403.0% | 0.01% | – |
| Q2 2017 | $12,000 | -58.6% | 500 | -58.3% | 0.00% | -100.0% |
| Q1 2017 | $29,000 | 0.0% | 1,200 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $29,000 | – | 1,200 | – | 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% |