Asset Dedication, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDM and the CUSIP is 46434VBK5. A total of 137 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Asset Dedication, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$7,689,000
+1.4%
311,104
+1.6%
1.01%
-10.4%
Q2 2021$7,586,000
+20.7%
306,206
+20.9%
1.13%
-20.4%
Q1 2021$6,287,000
+168.1%
253,333
+168.2%
1.42%
+203.4%
Q4 2020$2,345,000
-0.8%
94,446
-0.1%
0.47%
-10.3%
Q3 2020$2,364,000
+24.1%
94,528
+24.7%
0.52%
+0.6%
Q2 2020$1,905,000
-12.4%
75,808
-14.3%
0.52%
-19.8%
Q1 2020$2,175,000
-10.6%
88,433
-9.5%
0.65%
-6.0%
Q4 2019$2,434,000
+96.6%
97,708
+96.8%
0.69%
+67.0%
Q3 2019$1,238,000
+43.8%
49,641
+42.7%
0.41%
+48.2%
Q2 2019$861,000
+43.3%
34,779
+41.1%
0.28%
+33.0%
Q1 2019$601,000
+783.8%
24,650
+763.4%
0.21%
+646.4%
Q4 2018$68,0002,8550.03%
Other shareholders
ISHARES TR shareholders Q4 2018
NameSharesValueWeighting ↓
Kovitz Investment Group Partners, LLC 31,900$795,0000.02%
THRIVENT FINANCIAL FOR LUTHERANS 23,512$582,0000.00%
View complete list of ISHARES TR shareholders