ISHARES TR's ticker is IBDM and the CUSIP is 46434VBK5. A total of 154 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $3,250,000 | -1.0% | 131,409 | -0.8% | 0.01% | 0.0% |
| Q2 2021 | $3,284,000 | +10.3% | 132,532 | +10.6% | 0.01% | 0.0% |
| Q1 2021 | $2,978,000 | -3.9% | 119,821 | -3.6% | 0.01% | -6.7% |
| Q4 2020 | $3,098,000 | +4.2% | 124,360 | +4.8% | 0.02% | -11.8% |
| Q3 2020 | $2,973,000 | +0.7% | 118,672 | +1.1% | 0.02% | -10.5% |
| Q2 2020 | $2,953,000 | +9.2% | 117,407 | +7.0% | 0.02% | -9.5% |
| Q1 2020 | $2,705,000 | +8.1% | 109,754 | +9.4% | 0.02% | +31.2% |
| Q4 2019 | $2,503,000 | +7.4% | 100,294 | +7.5% | 0.02% | -5.9% |
| Q3 2019 | $2,331,000 | +5.3% | 93,254 | +5.1% | 0.02% | 0.0% |
| Q2 2019 | $2,213,000 | +10.9% | 88,767 | +10.0% | 0.02% | +6.2% |
| Q1 2019 | $1,995,000 | – | 80,707 | – | 0.02% | – |
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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% |