ISHARES TR's ticker is IBDM and the CUSIP is 46434VBK5. A total of 210 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $813,000 | -0.1% | 32,857 | 0.0% | 0.25% | +0.4% |
| Q2 2021 | $814,000 | -0.2% | 32,857 | 0.0% | 0.25% | -3.1% |
| Q1 2021 | $816,000 | -0.2% | 32,857 | 0.0% | 0.26% | -6.6% |
| Q4 2020 | $818,000 | -0.6% | 32,857 | 0.0% | 0.27% | -27.6% |
| Q3 2020 | $823,000 | -0.4% | 32,857 | 0.0% | 0.38% | -2.8% |
| Q2 2020 | $826,000 | +2.0% | 32,857 | 0.0% | 0.39% | -25.1% |
| Q1 2020 | $810,000 | -8.5% | 32,857 | -7.3% | 0.52% | +14.1% |
| Q4 2019 | $885,000 | +16.3% | 35,457 | +16.4% | 0.45% | -0.7% |
| Q3 2019 | $761,000 | -0.3% | 30,452 | -0.5% | 0.46% | -3.6% |
| Q2 2019 | $763,000 | – | 30,592 | – | 0.47% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cottage Street Advisors LLC | 338,375 | $8,365,000 | 5.13% |
| BerganKDV Wealth Management, LLC | 1,013,462 | $25,053,000 | 5.12% |
| Tillar-Wenstrup Advisors, LLC | 345,253 | $8,535,000 | 4.90% |
| Clearshares LLC | 173,312 | $4,284,000 | 4.15% |
| Day & Ennis, LLC | 239,361 | $5,917,000 | 3.32% |
| Matthew Goff Investment Advisor, LLC | 279,859 | $6,918,000 | 3.19% |
| RVW Wealth, LLC | 501,370 | $12,394,000 | 3.16% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 543,412 | $13,433,000 | 2.80% |
| Guidant Wealth Advisors | 286,854 | $7,091,000 | 2.76% |
| Fragasso Group Inc. | 507,547 | $12,547,000 | 2.68% |