ISHARES TR's ticker is IBDM and the CUSIP is 46434VBK5. A total of 201 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2021 | $2,126,000 | -6.5% | 85,990 | -6.3% | 0.55% | -7.1% |
Q2 2021 | $2,273,000 | -6.9% | 91,740 | -6.6% | 0.60% | -13.6% |
Q1 2021 | $2,441,000 | +4.0% | 98,240 | +4.3% | 0.69% | -4.3% |
Q4 2020 | $2,347,000 | +3.3% | 94,210 | +3.9% | 0.72% | -8.0% |
Q3 2020 | $2,273,000 | +3.4% | 90,710 | +3.8% | 0.78% | -11.6% |
Q2 2020 | $2,198,000 | +3.0% | 87,410 | +0.9% | 0.89% | -9.1% |
Q1 2020 | $2,135,000 | +22.2% | 86,590 | +31.2% | 0.98% | +46.2% |
Q4 2019 | $1,747,000 | +43.3% | 65,985 | +35.4% | 0.67% | +31.8% |
Q3 2019 | $1,219,000 | +89.6% | 48,745 | +89.0% | 0.51% | +86.0% |
Q2 2019 | $643,000 | +71.0% | 25,785 | +69.4% | 0.27% | +61.9% |
Q1 2019 | $376,000 | +36.2% | 15,225 | +34.4% | 0.17% | +20.0% |
Q4 2018 | $276,000 | – | 11,325 | – | 0.14% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
BerganKDV Wealth Management, LLC | 988,979 | $24,101,000 | 5.39% |
Tillar-Wenstrup Advisors, LLC | 339,183 | $8,266,000 | 4.60% |
Cottage Street Advisors LLC | 233,408 | $5,687,000 | 3.34% |
Day & Ennis, LLC | 152,317 | $3,712,000 | 2.75% |
Fragasso Group Inc. | 412,965 | $10,064,000 | 2.59% |
CORDA Investment Management, LLC. | 827,757 | $20,172,000 | 2.50% |
CAPITAL ADVISORS INC/OK | 1,434,848 | $34,967,000 | 2.10% |
Murphy, Middleton, Hinkle & Parker, Inc. | 111,957 | $2,728,000 | 2.04% |
Gateway Advisory, LLC | 238,838 | $5,820,000 | 1.64% |
MV CAPITAL MANAGEMENT, INC. | 215,614 | $5,255,000 | 1.36% |