ISHARES TR's ticker is IBDM and the CUSIP is 46434VBK5. A total of 194 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $7,967,000 | +1.2% | 322,163 | +1.4% | 1.66% | -1.1% |
| Q2 2021 | $7,872,000 | +0.9% | 317,691 | +1.2% | 1.68% | -15.1% |
| Q1 2021 | $7,800,000 | +1.9% | 313,874 | +2.2% | 1.97% | +18.4% |
| Q4 2020 | $7,653,000 | +1.0% | 307,234 | +1.6% | 1.67% | -6.6% |
| Q3 2020 | $7,576,000 | +0.9% | 302,417 | +1.3% | 1.78% | -19.1% |
| Q2 2020 | $7,510,000 | +6.4% | 298,602 | +4.2% | 2.20% | -7.2% |
| Q1 2020 | $7,061,000 | -1.4% | 286,455 | -0.1% | 2.38% | +34.8% |
| Q4 2019 | $7,160,000 | +0.1% | 286,852 | +0.3% | 1.76% | -27.3% |
| Q3 2019 | $7,152,000 | +1.1% | 286,078 | +0.8% | 2.42% | +33.3% |
| Q2 2019 | $7,074,000 | +2.5% | 283,762 | +1.7% | 1.82% | +1.7% |
| Q1 2019 | $6,899,000 | +0.1% | 279,066 | -1.3% | 1.79% | -38.0% |
| Q4 2018 | $6,891,000 | +13.0% | 282,863 | +13.0% | 2.88% | +79.9% |
| Q3 2018 | $6,100,000 | +4.8% | 250,420 | +4.8% | 1.60% | -2.1% |
| Q2 2018 | $5,820,000 | +3.4% | 238,838 | +3.9% | 1.64% | -0.6% |
| Q1 2018 | $5,627,000 | -0.4% | 229,976 | +1.0% | 1.65% | +5.4% |
| Q4 2017 | $5,648,000 | +0.2% | 227,739 | +1.2% | 1.56% | -6.8% |
| Q3 2017 | $5,638,000 | +5.1% | 225,084 | +4.9% | 1.68% | +1.1% |
| Q2 2017 | $5,364,000 | +4.1% | 214,647 | +4.0% | 1.66% | +0.7% |
| Q1 2017 | $5,152,000 | +5.9% | 206,330 | +4.7% | 1.65% | -1.7% |
| Q4 2016 | $4,867,000 | +2.5% | 197,025 | +4.6% | 1.68% | -2.4% |
| Q3 2016 | $4,749,000 | +4.4% | 188,368 | +4.8% | 1.72% | -2.6% |
| Q2 2016 | $4,549,000 | +15.1% | 179,665 | +13.7% | 1.76% | -5.0% |
| Q1 2016 | $3,951,000 | – | 158,084 | – | 1.86% | – |
Download | ||||||
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% |