ISHARES TR's ticker is IBDM and the CUSIP is 46434VBK5. A total of 187 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $353,000 | +1.4% | 14,292 | +1.6% | 0.01% | -12.5% |
| Q2 2021 | $348,000 | +28.9% | 14,061 | +29.6% | 0.01% | +14.3% |
| Q1 2021 | $270,000 | 0.0% | 10,851 | 0.0% | 0.01% | -22.2% |
| Q4 2020 | $270,000 | -0.7% | 10,851 | 0.0% | 0.01% | -10.0% |
| Q3 2020 | $272,000 | -17.6% | 10,851 | -17.2% | 0.01% | -28.6% |
| Q2 2020 | $330,000 | +13.0% | 13,106 | +10.6% | 0.01% | -12.5% |
| Q1 2020 | $292,000 | -7.3% | 11,851 | -6.4% | 0.02% | +23.1% |
| Q4 2019 | $315,000 | +2.9% | 12,664 | +3.9% | 0.01% | -7.1% |
| Q3 2019 | $306,000 | -2.9% | 12,184 | -3.8% | 0.01% | 0.0% |
| Q2 2019 | $315,000 | +40.6% | 12,664 | +40.1% | 0.01% | +27.3% |
| Q1 2019 | $224,000 | – | 9,039 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Paradigm, Strategies in Wealth Management, LLC | 670,666 | $16,666,000 | 16.10% |
| Matthew Goff Investment Advisor, LLC | 411,453 | $10,225,000 | 2.88% |
| Aptus Capital Advisors, LLC | 3,176,866 | $78,945,000 | 2.83% |
| Cottage Street Advisors LLC | 158,513 | $3,939,000 | 2.58% |
| Cribstone Capital Management, LLC | 153,665 | $3,819,000 | 2.51% |
| MV CAPITAL MANAGEMENT, INC. | 547,428 | $13,604,000 | 2.48% |
| RVW Wealth, LLC | 763,502 | $19,000,000 | 2.48% |
| Day & Ennis, LLC | 236,158 | $5,869,000 | 2.22% |
| CORDA Investment Management, LLC. | 886,532 | $22,030,000 | 2.00% |
| Gateway Advisory, LLC | 313,874 | $7,800,000 | 1.97% |