ISHARES TR's ticker is IBDM and the CUSIP is 46434VBK5. A total of 109 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $15,000 | -25.0% | 616 | -22.1% | 0.00% | -50.0% |
| Q4 2019 | $20,000 | 0.0% | 791 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $20,000 | 0.0% | 791 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $20,000 | 0.0% | 791 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $20,000 | +5.3% | 791 | 0.0% | 0.00% | -33.3% |
| Q4 2018 | $19,000 | 0.0% | 791 | 0.0% | 0.00% | +50.0% |
| Q3 2018 | $19,000 | 0.0% | 791 | 0.0% | 0.00% | -33.3% |
| Q2 2018 | $19,000 | 0.0% | 791 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $19,000 | -5.0% | 791 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $20,000 | – | 791 | – | 0.00% | – |
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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% |