ISHARES TR's ticker is IBDM and the CUSIP is 46434VBK5. A total of 2 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
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 | 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% |