ISHARES TR's ticker is IBDM and the CUSIP is 46434VBK5. A total of 109 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2018 | $1,194,000 | +17.1% | 49,016 | +17.2% | 0.02% | +11.1% |
Q2 2018 | $1,020,000 | +11.6% | 41,836 | +12.0% | 0.02% | +12.5% |
Q1 2018 | $914,000 | +65.3% | 37,354 | +67.5% | 0.02% | +77.8% |
Q4 2017 | $553,000 | +39.3% | 22,303 | +40.9% | 0.01% | +28.6% |
Q3 2017 | $397,000 | – | 15,830 | – | 0.01% | – |
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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% |