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 | $258,000 | -2.3% | 10,452 | -1.9% | 0.08% | -3.8% |
| Q2 2021 | $264,000 | -43.7% | 10,652 | -43.5% | 0.08% | -48.4% |
| Q1 2021 | $469,000 | -81.5% | 18,859 | -81.5% | 0.15% | -83.9% |
| Q4 2020 | $2,534,000 | -1.3% | 101,711 | -0.8% | 0.95% | -26.5% |
| Q3 2020 | $2,568,000 | +11.6% | 102,528 | +12.0% | 1.29% | +3.8% |
| Q2 2020 | $2,302,000 | +1727.0% | 91,526 | +1696.4% | 1.24% | +1345.3% |
| Q1 2020 | $126,000 | – | 5,095 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BerganKDV Wealth Management, LLC | 1,306,429 | $32,543,000 | 4.58% |
| AlphaMark Advisors, LLC | 478,299 | $11,914,000 | 4.56% |
| Matthew Goff Investment Advisor, LLC | 536,942 | $13,375,000 | 3.98% |
| Trust Co of Kansas | 291,632 | $7,265,000 | 3.80% |
| Cottage Street Advisors LLC | 159,583 | $3,975,000 | 3.72% |
| Aptus Capital Advisors, LLC | 2,724,066 | $67,856,000 | 3.11% |
| MV CAPITAL MANAGEMENT, INC. | 640,327 | $15,951,000 | 3.02% |
| Cribstone Capital Management, LLC | 155,634 | $3,877,000 | 2.66% |
| RVW Wealth, LLC | 693,386 | $17,000,000 | 2.49% |
| Day & Ennis, LLC | 237,980 | $5,928,000 | 2.36% |