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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $219,000 | -17.4% | 8,799 | -17.3% | 0.01% | -27.3% |
| Q4 2020 | $265,000 | -1.1% | 10,638 | -0.6% | 0.01% | -8.3% |
| Q3 2020 | $268,000 | +9.4% | 10,707 | +10.0% | 0.01% | -20.0% |
| Q2 2020 | $245,000 | -23.0% | 9,735 | -24.5% | 0.02% | -16.7% |
| Q1 2020 | $318,000 | -20.5% | 12,888 | -19.5% | 0.02% | -10.0% |
| Q4 2019 | $400,000 | -7.2% | 16,006 | -7.2% | 0.02% | -13.0% |
| Q3 2019 | $431,000 | -10.2% | 17,244 | -10.5% | 0.02% | -17.9% |
| Q2 2019 | $480,000 | -7.2% | 19,273 | -7.8% | 0.03% | -17.6% |
| Q1 2019 | $517,000 | -58.3% | 20,913 | -58.9% | 0.03% | -63.8% |
| Q4 2018 | $1,239,000 | -7.9% | 50,873 | -7.9% | 0.09% | -7.8% |
| Q3 2018 | $1,345,000 | -7.6% | 55,225 | -7.5% | 0.10% | -19.7% |
| Q2 2018 | $1,455,000 | 0.0% | 59,709 | +0.4% | 0.13% | -3.8% |
| Q1 2018 | $1,455,000 | -13.0% | 59,472 | -11.8% | 0.13% | -12.0% |
| Q4 2017 | $1,673,000 | -3.9% | 67,452 | -2.9% | 0.15% | -5.1% |
| Q3 2017 | $1,741,000 | -18.7% | 69,492 | -18.9% | 0.16% | -22.5% |
| Q2 2017 | $2,142,000 | +14.9% | 85,713 | +14.1% | 0.20% | +7.9% |
| Q1 2017 | $1,864,000 | -8.1% | 75,125 | -8.5% | 0.19% | -15.2% |
| Q4 2016 | $2,029,000 | -7.7% | 82,129 | -5.4% | 0.22% | -7.9% |
| Q3 2016 | $2,199,000 | +20.8% | 86,772 | +21.1% | 0.24% | +1.7% |
| Q2 2016 | $1,821,000 | -42.8% | 71,640 | -43.8% | 0.24% | -50.4% |
| Q1 2016 | $3,183,000 | – | 127,424 | – | 0.48% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BerganKDV Wealth Management, LLC | 1,006,710 | $24,523,000 | 5.74% |
| Cottage Street Advisors LLC | 323,334 | $7,876,000 | 5.24% |
| Tillar-Wenstrup Advisors, LLC | 305,212 | $7,435,000 | 4.90% |
| RiverGlades Family Offices LLC | 204,829 | $4,990,000 | 4.22% |
| Matthew Goff Investment Advisor, LLC | 296,632 | $7,226,000 | 3.67% |
| Day & Ennis, LLC | 204,829 | $4,990,000 | 3.28% |
| Guidant Wealth Advisors | 273,274 | $6,656,000 | 3.10% |
| Gateway Advisory, LLC | 282,863 | $6,891,000 | 2.88% |
| Fragasso Group Inc. | 470,220 | $11,455,000 | 2.56% |
| CORDA Investment Management, LLC. | 845,522 | $20,596,000 | 2.53% |