ISHARES TR's ticker is IBDM and the CUSIP is 46434VBK5. A total of 55 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $2,065,000 | +7.8% | 83,496 | +8.0% | 0.49% | +1.5% |
| Q2 2021 | $1,915,000 | +4.9% | 77,276 | +5.1% | 0.48% | -1.0% |
| Q1 2021 | $1,826,000 | +8.4% | 73,554 | +8.7% | 0.48% | +25.3% |
| Q4 2020 | $1,684,000 | -1.1% | 67,644 | -0.5% | 0.39% | -15.1% |
| Q3 2020 | $1,702,000 | +13.1% | 67,950 | +13.5% | 0.46% | +1.8% |
| Q2 2020 | $1,505,000 | +58.8% | 59,853 | +55.6% | 0.45% | +21.1% |
| Q1 2020 | $948,000 | +15.3% | 38,467 | +16.7% | 0.37% | +30.3% |
| Q4 2019 | $822,000 | +16.9% | 32,951 | +17.2% | 0.28% | +8.4% |
| Q3 2019 | $703,000 | +5.9% | 28,106 | +5.4% | 0.26% | +8.3% |
| Q2 2019 | $664,000 | +19.0% | 26,654 | +18.1% | 0.24% | +17.5% |
| Q1 2019 | $558,000 | +23.7% | 22,564 | +21.9% | 0.21% | +13.8% |
| Q4 2018 | $451,000 | +20.9% | 18,511 | +20.8% | 0.18% | +33.1% |
| Q3 2018 | $373,000 | +22.7% | 15,323 | +22.9% | 0.14% | +27.1% |
| Q2 2018 | $304,000 | +90.0% | 12,468 | +93.2% | 0.11% | +59.7% |
| Q1 2018 | $160,000 | +492.6% | 6,454 | +502.1% | 0.07% | +570.0% |
| Q1 2017 | $27,000 | – | 1,072 | – | 0.01% | – |
Download | ||||||
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% |