ISHARES TR's ticker is IBDM and the CUSIP is 46434VBK5. A total of 2 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2021 | $432,000 | -4.6% | 17,467 | -4.4% | 0.03% | -6.2% |
Q2 2021 | $453,000 | 0.0% | 18,264 | 0.0% | 0.03% | -5.9% |
Q1 2021 | $453,000 | -0.2% | 18,264 | 0.0% | 0.03% | -5.6% |
Q4 2020 | $454,000 | +17.3% | 18,264 | +18.1% | 0.04% | +5.9% |
Q3 2020 | $387,000 | +14.5% | 15,459 | +14.8% | 0.03% | +6.2% |
Q2 2020 | $338,000 | +2.1% | 13,464 | 0.0% | 0.03% | -11.1% |
Q1 2020 | $331,000 | -1.5% | 13,464 | 0.0% | 0.04% | +16.1% |
Q4 2019 | $336,000 | 0.0% | 13,464 | 0.0% | 0.03% | -6.1% |
Q3 2019 | $336,000 | +0.3% | 13,464 | 0.0% | 0.03% | -2.9% |
Q2 2019 | $335,000 | +18.4% | 13,464 | +17.2% | 0.03% | +21.4% |
Q1 2019 | $283,000 | – | 11,484 | – | 0.03% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
BerganKDV Wealth Management, LLC | 1,306,429 | $32,543,000 | 4.58% |
AlphaMark Advisors, LLC | 478,299 | $11,914,000 | 4.56% |
Matthew Goff Investment Advisor, LLC | 536,942 | $13,375,000 | 3.98% |
Trust Co of Kansas | 291,632 | $7,265,000 | 3.80% |
Cottage Street Advisors LLC | 159,583 | $3,975,000 | 3.72% |
Aptus Capital Advisors, LLC | 2,724,066 | $67,856,000 | 3.11% |
MV CAPITAL MANAGEMENT, INC. | 640,327 | $15,951,000 | 3.02% |
Cribstone Capital Management, LLC | 155,634 | $3,877,000 | 2.66% |
RVW Wealth, LLC | 693,386 | $17,000,000 | 2.49% |
Day & Ennis, LLC | 237,980 | $5,928,000 | 2.36% |