ISHARES TR's ticker is IBDM and the CUSIP is 46434VBK5. A total of 109 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2021 | $851,000 | +5.8% | 34,425 | +6.1% | 0.25% | +5.9% |
Q2 2021 | $804,000 | -11.6% | 32,455 | -11.4% | 0.24% | -18.9% |
Q1 2021 | $910,000 | -1.8% | 36,615 | -1.6% | 0.29% | +16.4% |
Q4 2020 | $927,000 | +1.2% | 37,215 | +1.8% | 0.25% | -30.0% |
Q3 2020 | $916,000 | +1.9% | 36,550 | +2.2% | 0.36% | -7.8% |
Q2 2020 | $899,000 | -6.4% | 35,750 | -8.2% | 0.39% | -22.0% |
Q1 2020 | $960,000 | -7.0% | 38,950 | -5.8% | 0.50% | +28.8% |
Q4 2019 | $1,032,000 | +27.9% | 41,350 | +28.1% | 0.38% | +17.4% |
Q3 2019 | $807,000 | +14.0% | 32,285 | +13.7% | 0.33% | +13.1% |
Q2 2019 | $708,000 | +500.0% | 28,385 | +487.1% | 0.29% | +517.0% |
Q2 2018 | $118,000 | 0.0% | 4,835 | 0.0% | 0.05% | -2.1% |
Q1 2018 | $118,000 | -1.7% | 4,835 | 0.0% | 0.05% | 0.0% |
Q4 2017 | $120,000 | -0.8% | 4,835 | 0.0% | 0.05% | -2.0% |
Q3 2017 | $121,000 | 0.0% | 4,835 | 0.0% | 0.05% | 0.0% |
Q2 2017 | $121,000 | – | 4,835 | – | 0.05% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Guidant Wealth Advisors | 189,434 | $4,724,000 | 2.44% |
CORDA Investment Management, LLC. | 624,210 | $15,599,000 | 2.22% |
CAPITAL ADVISORS INC/OK | 1,339,605 | $33,477,000 | 2.09% |
Day & Ennis, LLC | 92,396 | $2,309,000 | 1.99% |
Trust Co | 155,007 | $3,874,000 | 1.79% |
Gateway Advisory, LLC | 214,647 | $5,364,000 | 1.66% |
Timber Creek Capital Management LLC | 134,704 | $3,366,000 | 1.29% |
Hugh Johnson Advisors LLC | 77,642 | $1,940,000 | 0.62% |
Patriot Financial Group Insurance Agency, LLC | 22,965 | $573,000 | 0.60% |
Lenox Wealth Management, Inc. | 49,064 | $1,226,000 | 0.50% |