ISHARES TR's ticker is IBDM and the CUSIP is 46434VBK5. A total of 187 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $247,000 | -83.8% | 10,000 | -83.7% | 0.08% | -84.7% |
| Q1 2021 | $1,528,000 | -14.7% | 61,520 | -14.4% | 0.55% | -23.8% |
| Q4 2020 | $1,791,000 | -0.9% | 71,907 | -0.4% | 0.73% | -9.9% |
| Q3 2020 | $1,808,000 | +8.7% | 72,178 | +9.1% | 0.81% | -1.9% |
| Q2 2020 | $1,663,000 | +9.7% | 66,154 | +7.5% | 0.82% | -19.6% |
| Q1 2020 | $1,516,000 | -16.8% | 61,528 | -15.8% | 1.02% | +26.5% |
| Q4 2019 | $1,822,000 | -5.9% | 73,036 | -5.8% | 0.81% | -15.9% |
| Q3 2019 | $1,937,000 | -26.9% | 77,500 | -27.1% | 0.96% | -24.5% |
| Q2 2019 | $2,650,000 | +55.9% | 106,300 | +54.5% | 1.28% | +56.1% |
| Q1 2019 | $1,700,000 | – | 68,800 | – | 0.82% | – |
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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% |