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 | $499,000 | -3.1% | 20,192 | -2.8% | 0.11% | -5.3% |
| Q2 2021 | $515,000 | +1.0% | 20,782 | +1.4% | 0.11% | -8.1% |
| Q1 2021 | $510,000 | +6.2% | 20,505 | +6.5% | 0.12% | -0.8% |
| Q4 2020 | $480,000 | +5.0% | 19,255 | +5.6% | 0.12% | -5.3% |
| Q3 2020 | $457,000 | -1.1% | 18,230 | -0.7% | 0.13% | -7.7% |
| Q2 2020 | $462,000 | +2.0% | 18,365 | 0.0% | 0.14% | -17.4% |
| Q1 2020 | $453,000 | -1.1% | 18,365 | 0.0% | 0.17% | +22.0% |
| Q4 2019 | $458,000 | +0.7% | 18,365 | +0.8% | 0.14% | -8.4% |
| Q3 2019 | $455,000 | +0.2% | 18,215 | 0.0% | 0.15% | +4.1% |
| Q2 2019 | $454,000 | +4.1% | 18,215 | +3.2% | 0.15% | +0.7% |
| Q1 2019 | $436,000 | +30.1% | 17,645 | +28.3% | 0.15% | +15.7% |
| Q4 2018 | $335,000 | – | 13,750 | – | 0.13% | – |
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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% |