ISHARES TR's ticker is IBDM and the CUSIP is 46434VBK5. A total of 103 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
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% | – |
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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% |