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 | $3,328,000 | -2.7% | 134,560 | -2.5% | 0.28% | -2.7% |
| Q2 2021 | $3,421,000 | -0.6% | 138,060 | -0.3% | 0.29% | -7.9% |
| Q1 2021 | $3,441,000 | +52.1% | 138,460 | +52.4% | 0.32% | +17.3% |
| Q4 2020 | $2,263,000 | -35.2% | 90,845 | -34.8% | 0.27% | -31.0% |
| Q3 2020 | $3,491,000 | +9.4% | 139,360 | +9.8% | 0.39% | +1.3% |
| Q2 2020 | $3,191,000 | +18.8% | 126,880 | +16.5% | 0.39% | -3.2% |
| Q1 2020 | $2,685,000 | +9.0% | 108,910 | +10.3% | 0.40% | +39.2% |
| Q4 2019 | $2,464,000 | +10.1% | 98,735 | +10.4% | 0.29% | +1.1% |
| Q3 2019 | $2,237,000 | – | 89,465 | – | 0.28% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BerganKDV Wealth Management, LLC | 988,979 | $24,101,000 | 5.39% |
| Tillar-Wenstrup Advisors, LLC | 339,183 | $8,266,000 | 4.60% |
| Cottage Street Advisors LLC | 233,408 | $5,687,000 | 3.34% |
| Day & Ennis, LLC | 152,317 | $3,712,000 | 2.75% |
| Fragasso Group Inc. | 412,965 | $10,064,000 | 2.59% |
| CORDA Investment Management, LLC. | 827,757 | $20,172,000 | 2.50% |
| CAPITAL ADVISORS INC/OK | 1,434,848 | $34,967,000 | 2.10% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 111,957 | $2,728,000 | 2.04% |
| Gateway Advisory, LLC | 238,838 | $5,820,000 | 1.64% |
| MV CAPITAL MANAGEMENT, INC. | 215,614 | $5,255,000 | 1.36% |