ISHARES TR's ticker is IBDM and the CUSIP is 46434VBK5. A total of 154 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $225,000 | +8.2% | 9,097 | +8.3% | 0.14% | -4.2% |
| Q2 2021 | $208,000 | -0.5% | 8,397 | -0.2% | 0.14% | -10.1% |
| Q1 2021 | $209,000 | +23.7% | 8,410 | +24.1% | 0.16% | +21.4% |
| Q4 2020 | $169,000 | -34.7% | 6,778 | -34.4% | 0.13% | -38.8% |
| Q3 2020 | $259,000 | +12.1% | 10,333 | +12.4% | 0.21% | +10.9% |
| Q2 2020 | $231,000 | +111.9% | 9,193 | +107.1% | 0.19% | +70.8% |
| Q1 2020 | $109,000 | +29.8% | 4,439 | +32.3% | 0.11% | -33.9% |
| Q4 2019 | $84,000 | +3.7% | 3,355 | +3.8% | 0.17% | -2.3% |
| Q3 2019 | $81,000 | -1.2% | 3,233 | -1.7% | 0.18% | -11.6% |
| Q2 2019 | $82,000 | -31.1% | 3,290 | -31.8% | 0.20% | -65.2% |
| Q1 2019 | $119,000 | – | 4,824 | – | 0.57% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Guidant Wealth Advisors | 173,933 | $4,319,000 | 2.27% |
| CAPITAL ADVISORS INC/OK | 1,354,314 | $33,601,000 | 2.20% |
| Day & Ennis, LLC | 92,570 | $2,297,000 | 2.18% |
| Trust Co | 179,942 | $4,464,000 | 2.03% |
| CORDA Investment Management, LLC. | 531,070 | $13,175,000 | 1.97% |
| Gateway Advisory, LLC | 206,330 | $5,152,000 | 1.65% |
| Hugh Johnson Advisors LLC | 82,691 | $2,052,000 | 0.67% |
| Patriot Financial Group Insurance Agency, LLC | 22,497 | $559,000 | 0.59% |
| Proficio Capital Partners LLC | 36,106 | $903,000 | 0.40% |
| Capital Investment Advisors, LLC | 196,681 | $4,880,000 | 0.37% |