ISHARES TR's ticker is IBDM and the CUSIP is 46434VBK5. A total of 173 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2021 | $248,000 | -7.8% | 10,032 | -7.7% | 0.03% | -8.3% |
Q2 2021 | $269,000 | -96.9% | 10,868 | -96.9% | 0.04% | -97.1% |
Q1 2021 | $8,756,000 | -26.3% | 352,354 | -26.1% | 1.23% | -30.5% |
Q4 2020 | $11,873,000 | -21.3% | 476,642 | -20.9% | 1.77% | -29.6% |
Q3 2020 | $15,095,000 | -0.7% | 602,584 | -0.5% | 2.52% | -2.7% |
Q2 2020 | $15,196,000 | +6.5% | 605,904 | +4.7% | 2.58% | -20.2% |
Q1 2020 | $14,263,000 | +2.5% | 578,635 | +3.8% | 3.24% | +38.4% |
Q4 2019 | $13,914,000 | +4.0% | 557,464 | +4.2% | 2.34% | -5.6% |
Q3 2019 | $13,378,000 | +0.9% | 535,134 | +0.6% | 2.48% | -5.4% |
Q2 2019 | $13,255,000 | +5.6% | 531,683 | +4.8% | 2.62% | -2.1% |
Q1 2019 | $12,547,000 | +9.5% | 507,547 | +7.9% | 2.68% | +4.5% |
Q4 2018 | $11,455,000 | +2.4% | 470,220 | +1.8% | 2.56% | -5.4% |
Q3 2018 | $11,188,000 | +11.2% | 461,961 | +11.9% | 2.71% | +4.5% |
Q2 2018 | $10,064,000 | +2.8% | 412,965 | +3.2% | 2.59% | +7.0% |
Q1 2018 | $9,788,000 | +7.6% | 399,999 | +9.1% | 2.42% | +9.7% |
Q4 2017 | $9,094,000 | +62.4% | 366,708 | +64.0% | 2.21% | +30.8% |
Q3 2017 | $5,601,000 | – | 223,590 | – | 1.69% | – |
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% |