ISHARES TR's ticker is IBDM and the CUSIP is 46434VBK5. A total of 2 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $1,439,000 | -10.2% | 58,223 | -9.9% | 0.00% | – |
| Q2 2021 | $1,602,000 | +235.8% | 64,630 | +236.9% | 0.00% | – |
| Q1 2021 | $477,000 | -32.4% | 19,186 | -32.3% | 0.00% | – |
| Q4 2020 | $706,000 | -46.9% | 28,348 | -46.6% | 0.00% | – |
| Q3 2020 | $1,329,000 | +122.6% | 53,064 | +119.2% | 0.00% | – |
| Q1 2020 | $597,000 | +189.8% | 24,213 | +186.8% | 0.00% | – |
| Q3 2018 | $206,000 | -79.6% | 8,443 | -79.6% | 0.00% | – |
| Q2 2018 | $1,010,000 | +149.4% | 41,441 | +153.5% | 0.00% | – |
| Q4 2017 | $405,000 | -57.6% | 16,349 | -57.2% | 0.00% | – |
| Q2 2017 | $955,000 | -1.6% | 38,209 | -2.4% | 0.00% | – |
| Q1 2017 | $971,000 | -19.2% | 39,148 | -17.5% | 0.00% | -100.0% |
| Q3 2016 | $1,202,000 | +105.1% | 47,425 | +102.2% | 0.00% | – |
| Q1 2016 | $586,000 | +9.1% | 23,453 | +6.2% | 0.00% | – |
| Q4 2015 | $537,000 | – | 22,086 | – | 0.00% | – |
Download | ||||||
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% |