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 | $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 ↓ |
|---|---|---|---|
| Cottage Street Advisors LLC | 338,375 | $8,365,000 | 5.13% |
| BerganKDV Wealth Management, LLC | 1,013,462 | $25,053,000 | 5.12% |
| Tillar-Wenstrup Advisors, LLC | 345,253 | $8,535,000 | 4.90% |
| Clearshares LLC | 173,312 | $4,284,000 | 4.15% |
| Day & Ennis, LLC | 239,361 | $5,917,000 | 3.32% |
| Matthew Goff Investment Advisor, LLC | 279,859 | $6,918,000 | 3.19% |
| RVW Wealth, LLC | 501,370 | $12,394,000 | 3.16% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 543,412 | $13,433,000 | 2.80% |
| Guidant Wealth Advisors | 286,854 | $7,091,000 | 2.76% |
| Fragasso Group Inc. | 507,547 | $12,547,000 | 2.68% |