ISHARES TR's ticker is IBDM and the CUSIP is 46434VBK5. A total of 64 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $429,000 | -31.6% | 17,607 | -31.5% | 0.05% | -38.6% |
| Q2 2018 | $627,000 | -5.0% | 25,707 | -4.6% | 0.08% | -9.8% |
| Q1 2018 | $660,000 | -55.6% | 26,957 | -55.0% | 0.09% | -54.2% |
| Q4 2017 | $1,486,000 | -5.8% | 59,897 | -4.8% | 0.20% | -23.3% |
| Q3 2017 | $1,577,000 | -0.1% | 62,942 | -0.3% | 0.26% | -8.4% |
| Q2 2017 | $1,578,000 | -0.8% | 63,117 | -1.4% | 0.29% | -9.8% |
| Q1 2017 | $1,590,000 | +2.1% | 64,045 | +1.7% | 0.32% | +0.3% |
| Q4 2016 | $1,557,000 | – | 63,002 | – | 0.32% | – |
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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% |