ISHARES TR's ticker is IBDM and the CUSIP is 46434VBK5. A total of 136 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $237,000 | +2.6% | 9,577 | +2.7% | 0.13% | +4.0% |
| Q2 2021 | $231,000 | -15.1% | 9,325 | -14.8% | 0.12% | -21.0% |
| Q1 2021 | $272,000 | +0.7% | 10,940 | +1.0% | 0.16% | -6.0% |
| Q4 2020 | $270,000 | -0.4% | 10,832 | 0.0% | 0.17% | -11.2% |
| Q3 2020 | $271,000 | -0.4% | 10,832 | 0.0% | 0.19% | -7.4% |
| Q2 2020 | $272,000 | +1.9% | 10,832 | 0.0% | 0.20% | -9.0% |
| Q1 2020 | $267,000 | -1.1% | 10,832 | 0.0% | 0.22% | +26.0% |
| Q4 2019 | $270,000 | -0.4% | 10,832 | 0.0% | 0.18% | -4.8% |
| Q3 2019 | $271,000 | -12.0% | 10,832 | -12.4% | 0.19% | -12.7% |
| Q2 2019 | $308,000 | -14.9% | 12,364 | -15.5% | 0.21% | -14.5% |
| Q1 2019 | $362,000 | +1.7% | 14,634 | 0.0% | 0.25% | -6.0% |
| Q4 2018 | $356,000 | 0.0% | 14,634 | 0.0% | 0.26% | +13.7% |
| Q3 2018 | $356,000 | -3.5% | 14,634 | -3.3% | 0.23% | -2.9% |
| Q2 2018 | $369,000 | -0.3% | 15,138 | 0.0% | 0.24% | -2.0% |
| Q1 2018 | $370,000 | -1.3% | 15,138 | 0.0% | 0.24% | +5.2% |
| Q4 2017 | $375,000 | +37.4% | 15,138 | +38.9% | 0.23% | +22.6% |
| Q3 2017 | $273,000 | +0.4% | 10,898 | 0.0% | 0.19% | -9.1% |
| Q2 2017 | $272,000 | +0.7% | 10,898 | 0.0% | 0.21% | +18.1% |
| Q1 2017 | $270,000 | +0.4% | 10,898 | 0.0% | 0.18% | -2.2% |
| Q4 2016 | $269,000 | – | 10,898 | – | 0.18% | – |
Download | ||||||
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% |