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 2020 | $1,854,000 | -0.4% | 74,015 | +0.0% | 0.62% | -10.0% |
| Q2 2020 | $1,861,000 | +18.2% | 73,997 | +15.8% | 0.69% | -1.7% |
| Q1 2020 | $1,575,000 | -28.8% | 63,913 | -27.9% | 0.70% | +1.0% |
| Q4 2019 | $2,212,000 | +0.7% | 88,617 | +0.9% | 0.70% | -4.0% |
| Q3 2019 | $2,196,000 | -9.9% | 87,821 | -10.2% | 0.72% | -7.9% |
| Q2 2019 | $2,438,000 | +3.0% | 97,777 | +2.1% | 0.79% | +0.8% |
| Q1 2019 | $2,366,000 | +29.4% | 95,721 | +27.5% | 0.78% | +20.4% |
| Q4 2018 | $1,828,000 | -9.2% | 75,056 | -9.2% | 0.65% | +0.9% |
| Q3 2018 | $2,014,000 | +25.9% | 82,659 | +25.9% | 0.64% | +19.8% |
| Q2 2018 | $1,600,000 | +281.9% | 65,651 | +283.4% | 0.54% | +282.9% |
| Q1 2018 | $419,000 | – | 17,122 | – | 0.14% | – |
Download | ||||||
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% |