ISHARES TR's ticker is IBDM and the CUSIP is 46434VBK5. A total of 187 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $9,785,000 | -3.2% | 395,670 | -3.1% | 1.02% | +7.7% |
| Q2 2021 | $10,113,000 | -2.6% | 408,119 | -2.3% | 0.95% | -12.4% |
| Q1 2021 | $10,383,000 | +19.1% | 417,837 | +19.4% | 1.09% | +29.0% |
| Q4 2020 | $8,716,000 | +0.1% | 349,883 | +0.6% | 0.84% | +5.8% |
| Q3 2020 | $8,711,000 | +1.8% | 347,754 | +2.2% | 0.80% | -6.6% |
| Q2 2020 | $8,560,000 | +25.2% | 340,341 | +22.7% | 0.85% | +11.5% |
| Q1 2020 | $6,839,000 | +4.4% | 277,435 | +5.7% | 0.76% | +31.7% |
| Q4 2019 | $6,550,000 | – | 262,431 | – | 0.58% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Guidant Wealth Advisors | 173,933 | $4,319,000 | 2.27% |
| CAPITAL ADVISORS INC/OK | 1,354,314 | $33,601,000 | 2.20% |
| Day & Ennis, LLC | 92,570 | $2,297,000 | 2.18% |
| Trust Co | 179,942 | $4,464,000 | 2.03% |
| CORDA Investment Management, LLC. | 531,070 | $13,175,000 | 1.97% |
| Gateway Advisory, LLC | 206,330 | $5,152,000 | 1.65% |
| Hugh Johnson Advisors LLC | 82,691 | $2,052,000 | 0.67% |
| Patriot Financial Group Insurance Agency, LLC | 22,497 | $559,000 | 0.59% |
| Proficio Capital Partners LLC | 36,106 | $903,000 | 0.40% |
| Capital Investment Advisors, LLC | 196,681 | $4,880,000 | 0.37% |