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 | $293,000 | -0.3% | 11,857 | +0.1% | 0.00% | 0.0% |
| Q2 2021 | $294,000 | -8.7% | 11,849 | -8.6% | 0.00% | -42.9% |
| Q1 2021 | $322,000 | +44.4% | 12,959 | +45.1% | 0.01% | +40.0% |
| Q4 2020 | $223,000 | +13.8% | 8,933 | +14.4% | 0.01% | 0.0% |
| Q2 2020 | $196,000 | -6.2% | 7,810 | -6.3% | 0.01% | -16.7% |
| Q3 2019 | $209,000 | +0.5% | 8,336 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $208,000 | +1.0% | 8,336 | 0.0% | 0.01% | -14.3% |
| Q1 2019 | $206,000 | +2.0% | 8,336 | +0.2% | 0.01% | 0.0% |
| Q3 2018 | $202,000 | – | 8,320 | – | 0.01% | – |
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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% |