ISHARES TR's ticker is IBDM and the CUSIP is 46434VBK5. A total of 194 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $2,578,000 | -0.2% | 104,253 | 0.0% | 1.16% | -1.6% |
| Q2 2021 | $2,583,000 | -0.3% | 104,253 | 0.0% | 1.18% | -5.5% |
| Q1 2021 | $2,591,000 | -0.2% | 104,253 | 0.0% | 1.24% | -3.2% |
| Q4 2020 | $2,597,000 | +6.8% | 104,253 | +7.4% | 1.28% | -9.4% |
| Q3 2020 | $2,431,000 | +6.4% | 97,053 | +6.8% | 1.42% | -2.1% |
| Q2 2020 | $2,285,000 | +7.1% | 90,858 | +4.9% | 1.45% | -9.8% |
| Q1 2020 | $2,134,000 | +1.7% | 86,578 | +3.0% | 1.61% | +26.8% |
| Q4 2019 | $2,098,000 | +25.5% | 84,058 | +25.7% | 1.27% | +11.8% |
| Q3 2019 | $1,672,000 | +37.4% | 66,878 | +37.0% | 1.13% | +34.4% |
| Q2 2019 | $1,217,000 | – | 48,813 | – | 0.84% | – |
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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% |