ISHARES TR's ticker is IBDM and the CUSIP is 46434VBK5. A total of 115 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $436,000 | -64.6% | 17,414 | -64.5% | 0.01% | -66.7% |
| Q2 2020 | $1,232,000 | +5.6% | 48,994 | +3.5% | 0.02% | -4.5% |
| Q1 2020 | $1,167,000 | -55.8% | 47,327 | -55.7% | 0.02% | -51.1% |
| Q1 2019 | $2,642,000 | -34.3% | 106,892 | -35.2% | 0.04% | -40.8% |
| Q4 2018 | $4,019,000 | -14.7% | 164,996 | -14.7% | 0.08% | -5.0% |
| Q3 2018 | $4,710,000 | +4.0% | 193,345 | +4.0% | 0.08% | 0.0% |
| Q2 2018 | $4,531,000 | +2.1% | 185,938 | +2.5% | 0.08% | -2.4% |
| Q1 2018 | $4,438,000 | – | 181,351 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Paradigm, Strategies in Wealth Management, LLC | 670,666 | $16,666,000 | 16.10% |
| Matthew Goff Investment Advisor, LLC | 411,453 | $10,225,000 | 2.88% |
| Aptus Capital Advisors, LLC | 3,176,866 | $78,945,000 | 2.83% |
| Cottage Street Advisors LLC | 158,513 | $3,939,000 | 2.58% |
| Cribstone Capital Management, LLC | 153,665 | $3,819,000 | 2.51% |
| MV CAPITAL MANAGEMENT, INC. | 547,428 | $13,604,000 | 2.48% |
| RVW Wealth, LLC | 763,502 | $19,000,000 | 2.48% |
| Day & Ennis, LLC | 236,158 | $5,869,000 | 2.22% |
| CORDA Investment Management, LLC. | 886,532 | $22,030,000 | 2.00% |
| Gateway Advisory, LLC | 313,874 | $7,800,000 | 1.97% |