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 | $1,635,000 | -81.9% | 66,122 | -81.8% | 0.08% | -82.2% |
| Q2 2021 | $9,028,000 | -0.5% | 364,308 | -0.2% | 0.46% | -5.7% |
| Q1 2021 | $9,073,000 | +18.9% | 365,127 | +19.2% | 0.49% | +7.7% |
| Q4 2020 | $7,629,000 | -10.9% | 306,251 | -10.4% | 0.45% | -21.1% |
| Q3 2020 | $8,559,000 | -10.3% | 341,696 | -10.0% | 0.57% | -17.2% |
| Q2 2020 | $9,544,000 | +36.5% | 379,501 | +33.8% | 0.69% | +15.9% |
| Q1 2020 | $6,990,000 | +16.2% | 283,575 | +17.7% | 0.60% | +41.4% |
| Q4 2019 | $6,015,000 | +21.1% | 240,987 | +21.3% | 0.42% | +9.0% |
| Q3 2019 | $4,967,000 | +6.1% | 198,683 | +5.8% | 0.39% | -1.3% |
| Q2 2019 | $4,682,000 | -48.7% | 187,798 | -49.1% | 0.39% | -52.4% |
| Q1 2019 | $9,122,000 | -9.1% | 369,017 | -10.4% | 0.83% | -20.7% |
| Q4 2018 | $10,036,000 | +7.6% | 412,001 | +7.6% | 1.04% | +18.7% |
| Q3 2018 | $9,328,000 | +1.2% | 382,918 | +1.2% | 0.88% | -3.4% |
| Q2 2018 | $9,220,000 | +0.7% | 378,324 | +1.1% | 0.91% | -2.6% |
| Q1 2018 | $9,156,000 | +915500.0% | 374,192 | +935380.0% | 0.93% | – |
| Q4 2017 | $1,000 | – | 40 | – | 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% |