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 | $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 ↓ |
|---|---|---|---|
| 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% |