ISHARES TR's ticker is IBDM and the CUSIP is 46434VBK5. A total of 201 filers reported holding ISHARES TR in Q3 2020. 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 ↓ |
|---|---|---|---|
| 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% |