ISHARES TR's ticker is IBDM and the CUSIP is 46434VBK5. A total of 86 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $1,079,000 | -1.7% | 43,641 | -1.5% | 0.21% | -0.9% |
| Q2 2021 | $1,098,000 | -9.3% | 44,290 | -9.1% | 0.21% | -15.9% |
| Q1 2021 | $1,211,000 | -3.6% | 48,742 | -3.3% | 0.25% | -10.4% |
| Q4 2020 | $1,256,000 | -0.6% | 50,418 | 0.0% | 0.28% | -12.5% |
| Q3 2020 | $1,263,000 | -2.3% | 50,418 | -1.9% | 0.32% | -10.6% |
| Q2 2020 | $1,293,000 | -0.5% | 51,405 | -2.5% | 0.36% | -15.6% |
| Q1 2020 | $1,300,000 | -5.2% | 52,722 | -4.0% | 0.42% | +20.1% |
| Q4 2019 | $1,371,000 | -8.5% | 54,947 | -8.4% | 0.35% | -10.6% |
| Q3 2019 | $1,499,000 | +8.9% | 59,957 | +8.6% | 0.40% | +6.8% |
| Q2 2019 | $1,376,000 | +8.0% | 55,201 | +7.1% | 0.37% | +3.6% |
| Q1 2019 | $1,274,000 | +12.5% | 51,550 | +10.9% | 0.36% | -3.0% |
| Q4 2018 | $1,132,000 | +14.6% | 46,482 | +14.6% | 0.37% | +28.7% |
| Q3 2018 | $988,000 | +5.4% | 40,573 | +5.5% | 0.29% | +2.5% |
| Q2 2018 | $937,000 | +6.5% | 38,452 | +6.9% | 0.28% | +0.7% |
| Q1 2018 | $880,000 | +21.9% | 35,957 | +23.5% | 0.28% | +22.0% |
| Q4 2017 | $722,000 | +10.6% | 29,122 | +11.7% | 0.23% | +5.1% |
| Q3 2017 | $653,000 | +936.5% | 26,063 | +931.4% | 0.22% | +928.6% |
| Q2 2017 | $63,000 | – | 2,527 | – | 0.02% | – |
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% |