ISHARES TR's ticker is IBDM and the CUSIP is 46434VBK5. A total of 200 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2021 | $410,000 | -55.8% | 16,580 | -55.7% | 0.22% | -55.6% |
Q2 2021 | $927,000 | -14.0% | 37,395 | -13.8% | 0.50% | -23.4% |
Q1 2021 | $1,078,000 | -21.9% | 43,395 | -21.7% | 0.65% | -25.1% |
Q4 2020 | $1,380,000 | +5.1% | 55,395 | +5.7% | 0.86% | -11.7% |
Q3 2020 | $1,313,000 | +214.1% | 52,415 | +215.5% | 0.98% | +176.8% |
Q2 2020 | $418,000 | -99.9% | 16,615 | 0.0% | 0.35% | -14.3% |
Q1 2020 | $409,560,000 | +98589.2% | 16,615 | 0.0% | 0.41% | +30.0% |
Q4 2019 | $415,000 | +3.8% | 16,615 | +3.7% | 0.32% | -3.9% |
Q3 2019 | $400,000 | +0.3% | 16,015 | 0.0% | 0.33% | +0.3% |
Q2 2019 | $399,000 | +0.8% | 16,015 | 0.0% | 0.33% | -4.1% |
Q1 2019 | $396,000 | +1.5% | 16,015 | 0.0% | 0.34% | -11.6% |
Q4 2018 | $390,000 | 0.0% | 16,015 | 0.0% | 0.39% | +20.1% |
Q3 2018 | $390,000 | 0.0% | 16,015 | 0.0% | 0.32% | -5.6% |
Q2 2018 | $390,000 | +2.1% | 16,015 | +2.7% | 0.34% | -4.2% |
Q1 2018 | $382,000 | – | 15,600 | – | 0.36% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
BerganKDV Wealth Management, LLC | 988,979 | $24,101,000 | 5.39% |
Tillar-Wenstrup Advisors, LLC | 339,183 | $8,266,000 | 4.60% |
Cottage Street Advisors LLC | 233,408 | $5,687,000 | 3.34% |
Day & Ennis, LLC | 152,317 | $3,712,000 | 2.75% |
Fragasso Group Inc. | 412,965 | $10,064,000 | 2.59% |
CORDA Investment Management, LLC. | 827,757 | $20,172,000 | 2.50% |
CAPITAL ADVISORS INC/OK | 1,434,848 | $34,967,000 | 2.10% |
Murphy, Middleton, Hinkle & Parker, Inc. | 111,957 | $2,728,000 | 2.04% |
Gateway Advisory, LLC | 238,838 | $5,820,000 | 1.64% |
MV CAPITAL MANAGEMENT, INC. | 215,614 | $5,255,000 | 1.36% |