ISHARES TR's ticker is IBDM and the CUSIP is 46434VBK5. A total of 172 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $926,000 | +169.2% | 37,435 | +169.9% | 0.04% | +208.3% |
| Q2 2021 | $344,000 | +34.9% | 13,869 | +36.4% | 0.01% | -40.0% |
| Q3 2020 | $255,000 | -62.9% | 10,166 | -62.8% | 0.02% | -59.2% |
| Q2 2020 | $687,000 | +148.9% | 27,301 | +143.9% | 0.05% | +113.0% |
| Q1 2020 | $276,000 | -38.4% | 11,195 | -37.6% | 0.02% | -34.3% |
| Q4 2019 | $448,000 | -83.6% | 17,934 | -83.6% | 0.04% | -89.7% |
| Q3 2019 | $2,728,000 | +273.7% | 109,112 | +263.9% | 0.34% | +169.8% |
| Q3 2018 | $730,000 | -45.4% | 29,987 | -45.1% | 0.13% | -28.8% |
| Q1 2018 | $1,336,000 | – | 54,604 | – | 0.18% | – |
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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% |