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 | $1,553,000 | -10.4% | 62,820 | -10.2% | 0.35% | -9.9% |
| Q2 2021 | $1,733,000 | -19.3% | 69,942 | -19.1% | 0.39% | -22.5% |
| Q1 2021 | $2,148,000 | -24.1% | 86,465 | -23.9% | 0.51% | -30.1% |
| Q4 2020 | $2,829,000 | -13.4% | 113,559 | -12.9% | 0.72% | -14.1% |
| Q3 2020 | $3,265,000 | -0.5% | 130,320 | -0.1% | 0.84% | -5.6% |
| Q2 2020 | $3,282,000 | – | 130,500 | – | 0.89% | – |
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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% |