ISHARES TR's ticker is IBDM and the CUSIP is 46434VBK5. A total of 204 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $10,000 | -60.0% | 405 | -59.3% | 0.00% | -100.0% |
| Q2 2021 | $25,000 | 0.0% | 996 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $25,000 | -60.9% | 996 | -61.2% | 0.00% | -66.7% |
| Q4 2020 | $64,000 | 0.0% | 2,568 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $64,000 | -40.2% | 2,568 | -39.5% | 0.00% | -40.0% |
| Q2 2020 | $107,000 | -99.2% | 4,244 | -99.2% | 0.01% | -99.3% |
| Q1 2020 | $13,647,000 | -45.9% | 553,638 | -45.2% | 0.74% | -34.6% |
| Q4 2019 | $25,218,000 | +7.6% | 1,010,330 | +7.8% | 1.12% | -2.2% |
| Q3 2019 | $23,429,000 | +2.9% | 937,177 | +2.6% | 1.15% | -1.8% |
| Q2 2019 | $22,775,000 | +55.9% | 913,568 | +54.6% | 1.17% | +23.8% |
| Q1 2019 | $14,605,000 | +89.6% | 590,824 | +86.8% | 0.94% | +104.3% |
| Q4 2018 | $7,704,000 | +139.7% | 316,258 | +139.7% | 0.46% | +180.0% |
| Q3 2018 | $3,214,000 | +124.6% | 131,955 | +124.7% | 0.16% | +117.1% |
| Q2 2018 | $1,431,000 | +211.1% | 58,724 | +212.4% | 0.08% | +204.0% |
| Q1 2018 | $460,000 | +36.9% | 18,798 | +38.6% | 0.02% | +31.6% |
| Q4 2017 | $336,000 | – | 13,561 | – | 0.02% | – |
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% |