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 | $6,912,000 | -0.4% | 279,503 | -0.2% | 0.19% | -1.0% |
| Q2 2021 | $6,941,000 | -1.3% | 280,121 | -1.0% | 0.19% | -13.9% |
| Q1 2021 | $7,030,000 | -0.6% | 282,890 | -0.4% | 0.22% | -10.4% |
| Q4 2020 | $7,073,000 | -3.9% | 283,947 | -3.0% | 0.25% | -20.7% |
| Q2 2020 | $7,363,000 | -4.7% | 292,771 | -6.6% | 0.31% | -16.9% |
| Q1 2020 | $7,726,000 | +11.8% | 313,415 | +13.2% | 0.38% | +32.6% |
| Q4 2019 | $6,909,000 | – | 276,806 | – | 0.28% | – |
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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% |