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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Guidant Wealth Advisors | 189,434 | $4,724,000 | 2.44% |
CORDA Investment Management, LLC. | 624,210 | $15,599,000 | 2.22% |
CAPITAL ADVISORS INC/OK | 1,339,605 | $33,477,000 | 2.09% |
Day & Ennis, LLC | 92,396 | $2,309,000 | 1.99% |
Trust Co | 155,007 | $3,874,000 | 1.79% |
Gateway Advisory, LLC | 214,647 | $5,364,000 | 1.66% |
Timber Creek Capital Management LLC | 134,704 | $3,366,000 | 1.29% |
Hugh Johnson Advisors LLC | 77,642 | $1,940,000 | 0.62% |
Patriot Financial Group Insurance Agency, LLC | 22,965 | $573,000 | 0.60% |
Lenox Wealth Management, Inc. | 49,064 | $1,226,000 | 0.50% |