ISHARES TR's ticker is IBDM and the CUSIP is 46434VBK5. A total of 50 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $1,213,000 | -0.2% | 49,047 | 0.0% | 0.31% | -63.5% |
| Q2 2021 | $1,215,000 | -0.3% | 49,047 | 0.0% | 0.85% | -3.1% |
| Q1 2021 | $1,219,000 | +0.4% | 49,047 | +0.6% | 0.88% | -8.3% |
| Q4 2020 | $1,214,000 | -0.6% | 48,746 | 0.0% | 0.96% | -6.6% |
| Q3 2020 | $1,221,000 | +1319.8% | 48,746 | +1302.0% | 1.03% | +1954.0% |
| Q1 2019 | $86,000 | +1.2% | 3,477 | 0.0% | 0.05% | +6.4% |
| Q4 2018 | $85,000 | +8400.0% | 3,477 | +16457.1% | 0.05% | – |
| Q2 2018 | $1,000 | -92.3% | 21 | -96.2% | 0.00% | -100.0% |
| Q1 2018 | $13,000 | +225.0% | 551 | +272.3% | 0.01% | +150.0% |
| Q4 2017 | $4,000 | 0.0% | 148 | -16.4% | 0.00% | 0.0% |
| Q3 2017 | $4,000 | -99.9% | 177 | -99.9% | 0.00% | -99.9% |
| Q2 2017 | $3,874,000 | -13.2% | 155,007 | -13.9% | 1.79% | -11.7% |
| Q1 2017 | $4,464,000 | +9.1% | 179,942 | +8.6% | 2.03% | -2.4% |
| Q4 2016 | $4,091,000 | -2.9% | 165,632 | -0.4% | 2.08% | +12.5% |
| Q3 2016 | $4,213,000 | – | 166,257 | – | 1.85% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Paradigm, Strategies in Wealth Management, LLC | 670,666 | $16,666,000 | 16.10% |
| Matthew Goff Investment Advisor, LLC | 411,453 | $10,225,000 | 2.88% |
| Aptus Capital Advisors, LLC | 3,176,866 | $78,945,000 | 2.83% |
| Cottage Street Advisors LLC | 158,513 | $3,939,000 | 2.58% |
| Cribstone Capital Management, LLC | 153,665 | $3,819,000 | 2.51% |
| MV CAPITAL MANAGEMENT, INC. | 547,428 | $13,604,000 | 2.48% |
| RVW Wealth, LLC | 763,502 | $19,000,000 | 2.48% |
| Day & Ennis, LLC | 236,158 | $5,869,000 | 2.22% |
| CORDA Investment Management, LLC. | 886,532 | $22,030,000 | 2.00% |
| Gateway Advisory, LLC | 313,874 | $7,800,000 | 1.97% |