ISHARES TR's ticker is IBDM and the CUSIP is 46434VBK5. A total of 210 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| Cottage Street Advisors LLC | 338,375 | $8,365,000 | 5.13% |
| BerganKDV Wealth Management, LLC | 1,013,462 | $25,053,000 | 5.12% |
| Tillar-Wenstrup Advisors, LLC | 345,253 | $8,535,000 | 4.90% |
| Clearshares LLC | 173,312 | $4,284,000 | 4.15% |
| Day & Ennis, LLC | 239,361 | $5,917,000 | 3.32% |
| Matthew Goff Investment Advisor, LLC | 279,859 | $6,918,000 | 3.19% |
| RVW Wealth, LLC | 501,370 | $12,394,000 | 3.16% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 543,412 | $13,433,000 | 2.80% |
| Guidant Wealth Advisors | 286,854 | $7,091,000 | 2.76% |
| Fragasso Group Inc. | 507,547 | $12,547,000 | 2.68% |