ISHARES TR's ticker is IBDM and the CUSIP is 46434VBK5. A total of 205 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2020 | $200,000 | -91.8% | 8,031 | -91.8% | 0.10% | -92.7% |
Q3 2020 | $2,451,000 | +57.3% | 97,829 | +57.9% | 1.42% | +50.5% |
Q2 2020 | $1,558,000 | -83.4% | 61,947 | -83.7% | 0.94% | -89.2% |
Q1 2020 | $9,396,000 | +3.1% | 381,189 | +4.4% | 8.72% | +71.4% |
Q4 2019 | $9,110,000 | +1.5% | 364,976 | +1.7% | 5.09% | -2.2% |
Q3 2019 | $8,975,000 | -0.1% | 358,988 | -0.3% | 5.20% | +2.8% |
Q2 2019 | $8,981,000 | +5.2% | 360,233 | +4.3% | 5.06% | +3.1% |
Q1 2019 | $8,535,000 | +14.8% | 345,253 | +13.1% | 4.90% | +0.2% |
Q4 2018 | $7,435,000 | -3.3% | 305,212 | -3.3% | 4.90% | +17.1% |
Q3 2018 | $7,686,000 | -7.0% | 315,530 | -7.0% | 4.18% | -9.0% |
Q2 2018 | $8,266,000 | +2.7% | 339,183 | +3.1% | 4.60% | -2.0% |
Q1 2018 | $8,050,000 | – | 328,960 | – | 4.69% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
BerganKDV Wealth Management, LLC | 988,979 | $24,101,000 | 5.39% |
Tillar-Wenstrup Advisors, LLC | 339,183 | $8,266,000 | 4.60% |
Cottage Street Advisors LLC | 233,408 | $5,687,000 | 3.34% |
Day & Ennis, LLC | 152,317 | $3,712,000 | 2.75% |
Fragasso Group Inc. | 412,965 | $10,064,000 | 2.59% |
CORDA Investment Management, LLC. | 827,757 | $20,172,000 | 2.50% |
CAPITAL ADVISORS INC/OK | 1,434,848 | $34,967,000 | 2.10% |
Murphy, Middleton, Hinkle & Parker, Inc. | 111,957 | $2,728,000 | 2.04% |
Gateway Advisory, LLC | 238,838 | $5,820,000 | 1.64% |
MV CAPITAL MANAGEMENT, INC. | 215,614 | $5,255,000 | 1.36% |