ISHARES TR's ticker is IBDM and the CUSIP is 46434VBK5. A total of 50 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $8,793,000 | -45.2% | 355,573 | -45.1% | 0.00% | -50.0% |
| Q2 2021 | $16,055,000 | +110.9% | 647,899 | +112.0% | 0.01% | +50.0% |
| Q4 2020 | $7,614,000 | -17.2% | 305,680 | -16.7% | 0.00% | -33.3% |
| Q3 2020 | $9,194,000 | -44.4% | 367,012 | -44.2% | 0.01% | -50.0% |
| Q2 2020 | $16,547,000 | +44.1% | 657,952 | +41.3% | 0.01% | +9.1% |
| Q1 2020 | $11,481,000 | +1098.4% | 465,751 | +1115.1% | 0.01% | +450.0% |
| Q3 2019 | $958,000 | -62.8% | 38,329 | -62.8% | 0.00% | -60.0% |
| Q2 2019 | $2,572,000 | +299.4% | 103,169 | +296.1% | 0.01% | +400.0% |
| Q1 2019 | $644,000 | -73.8% | 26,047 | -74.1% | 0.00% | -80.0% |
| Q3 2018 | $2,454,000 | -24.7% | 100,755 | -24.7% | 0.01% | -37.5% |
| Q2 2018 | $3,261,000 | +165.1% | 133,803 | +169.9% | 0.01% | +100.0% |
| Q4 2017 | $1,230,000 | -18.8% | 49,584 | -18.0% | 0.00% | -20.0% |
| Q3 2017 | $1,515,000 | +30.7% | 60,479 | +30.4% | 0.01% | +25.0% |
| Q2 2017 | $1,159,000 | -34.2% | 46,385 | -35.0% | 0.00% | -50.0% |
| Q4 2016 | $1,762,000 | +65.3% | 71,316 | +70.1% | 0.01% | +60.0% |
| Q2 2016 | $1,066,000 | +177.6% | 41,935 | +165.8% | 0.01% | +150.0% |
| Q4 2015 | $384,000 | – | 15,778 | – | 0.00% | – |
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% |