ISHARES TR's ticker is IBDM and the CUSIP is 46434VBK5. A total of 192 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $180,000 | -0.6% | 7,265 | -0.4% | 0.05% | 0.0% |
| Q2 2021 | $181,000 | -14.2% | 7,297 | -14.2% | 0.05% | -23.0% |
| Q1 2021 | $211,000 | -0.5% | 8,507 | 0.0% | 0.06% | -9.0% |
| Q4 2020 | $212,000 | -5.4% | 8,507 | -4.9% | 0.07% | +52.3% |
| Q3 2020 | $224,000 | +107.4% | 8,945 | +108.0% | 0.04% | +7.3% |
| Q2 2020 | $108,000 | +9.1% | 4,301 | +6.7% | 0.04% | -14.6% |
| Q1 2020 | $99,000 | +135.7% | 4,032 | +135.9% | 0.05% | +128.6% |
| Q4 2018 | $42,000 | – | 1,709 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Guidant Wealth Advisors | 189,434 | $4,724,000 | 2.44% |
| CORDA Investment Management, LLC. | 624,210 | $15,599,000 | 2.22% |
| CAPITAL ADVISORS INC/OK | 1,339,605 | $33,477,000 | 2.09% |
| Day & Ennis, LLC | 92,396 | $2,309,000 | 1.99% |
| Trust Co | 155,007 | $3,874,000 | 1.79% |
| Gateway Advisory, LLC | 214,647 | $5,364,000 | 1.66% |
| Timber Creek Capital Management LLC | 134,704 | $3,366,000 | 1.29% |
| Hugh Johnson Advisors LLC | 77,642 | $1,940,000 | 0.62% |
| Patriot Financial Group Insurance Agency, LLC | 22,965 | $573,000 | 0.60% |
| Lenox Wealth Management, Inc. | 49,064 | $1,226,000 | 0.50% |