ISHARES TR's ticker is IBDM and the CUSIP is 46434VBK5. A total of 204 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $2,118,000 | +5.6% | 85,656 | +5.9% | 0.00% | – |
| Q2 2021 | $2,005,000 | +17.3% | 80,907 | +17.6% | 0.00% | – |
| Q1 2021 | $1,709,000 | +38.5% | 68,775 | +38.8% | 0.00% | – |
| Q4 2020 | $1,234,000 | +1.3% | 49,541 | +1.9% | 0.00% | – |
| Q3 2020 | $1,218,000 | +12.9% | 48,634 | +13.4% | 0.00% | – |
| Q2 2020 | $1,079,000 | +12.6% | 42,901 | +10.4% | 0.00% | – |
| Q1 2020 | $958,000 | -58.9% | 38,856 | -58.4% | 0.00% | -100.0% |
| Q4 2019 | $2,333,000 | +8.4% | 93,454 | +8.6% | 0.00% | 0.0% |
| Q3 2019 | $2,152,000 | +31.8% | 86,093 | +31.5% | 0.00% | – |
| Q2 2019 | $1,633,000 | +41.8% | 65,490 | +40.4% | 0.00% | – |
| Q1 2019 | $1,152,000 | +47.9% | 46,637 | +45.8% | 0.00% | – |
| Q4 2018 | $779,000 | +51.9% | 31,989 | +52.0% | 0.00% | – |
| Q3 2018 | $513,000 | +23.0% | 21,046 | +23.1% | 0.00% | – |
| Q2 2018 | $417,000 | -59.6% | 17,102 | -59.4% | 0.00% | – |
| Q1 2018 | $1,031,000 | +126.6% | 42,157 | +129.8% | 0.00% | – |
| Q4 2017 | $455,000 | +2.2% | 18,343 | +3.3% | 0.00% | – |
| Q3 2017 | $445,000 | -55.8% | 17,760 | -56.2% | 0.00% | – |
| Q1 2017 | $1,007,000 | -35.8% | 40,576 | -36.1% | 0.00% | – |
| Q4 2016 | $1,569,000 | +101.7% | 63,528 | +106.9% | 0.00% | – |
| Q3 2016 | $778,000 | – | 30,701 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BerganKDV Wealth Management, LLC | 1,306,429 | $32,543,000 | 4.58% |
| AlphaMark Advisors, LLC | 478,299 | $11,914,000 | 4.56% |
| Matthew Goff Investment Advisor, LLC | 536,942 | $13,375,000 | 3.98% |
| Trust Co of Kansas | 291,632 | $7,265,000 | 3.80% |
| Cottage Street Advisors LLC | 159,583 | $3,975,000 | 3.72% |
| Aptus Capital Advisors, LLC | 2,724,066 | $67,856,000 | 3.11% |
| MV CAPITAL MANAGEMENT, INC. | 640,327 | $15,951,000 | 3.02% |
| Cribstone Capital Management, LLC | 155,634 | $3,877,000 | 2.66% |
| RVW Wealth, LLC | 693,386 | $17,000,000 | 2.49% |
| Day & Ennis, LLC | 237,980 | $5,928,000 | 2.36% |