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 | $2,738,000 | +7.0% | 110,713 | +7.2% | 0.01% | +16.7% |
| Q2 2021 | $2,558,000 | +0.7% | 103,238 | +1.0% | 0.01% | -14.3% |
| Q1 2021 | $2,541,000 | +218.4% | 102,258 | +219.1% | 0.01% | +180.0% |
| Q4 2020 | $798,000 | +3.0% | 32,043 | +3.5% | 0.01% | 0.0% |
| Q3 2020 | $775,000 | -2.1% | 30,954 | -1.7% | 0.01% | -16.7% |
| Q2 2020 | $792,000 | +9.5% | 31,492 | +7.4% | 0.01% | -14.3% |
| Q1 2020 | $723,000 | -13.1% | 29,320 | -12.0% | 0.01% | +16.7% |
| Q4 2019 | $832,000 | -68.0% | 33,320 | -67.9% | 0.01% | -73.9% |
| Q3 2019 | $2,598,000 | +17.4% | 103,913 | +17.1% | 0.02% | +15.0% |
| Q2 2019 | $2,213,000 | +10.3% | 88,754 | +9.4% | 0.02% | +5.3% |
| Q1 2019 | $2,006,000 | +3.5% | 81,151 | +2.0% | 0.02% | -9.5% |
| Q4 2018 | $1,938,000 | -3.3% | 79,560 | -3.3% | 0.02% | +10.5% |
| Q3 2018 | $2,004,000 | +4.2% | 82,266 | +4.3% | 0.02% | -5.0% |
| Q2 2018 | $1,923,000 | +798.6% | 78,902 | +815.1% | 0.02% | +566.7% |
| Q4 2017 | $214,000 | -6.1% | 8,622 | -5.1% | 0.00% | 0.0% |
| Q3 2017 | $228,000 | -36.1% | 9,083 | -36.3% | 0.00% | -40.0% |
| Q2 2017 | $357,000 | – | 14,270 | – | 0.01% | – |
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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% |