ISHARES TR's ticker is IBDM and the CUSIP is 46434VBK5. A total of 192 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $13,631,000 | +1.0% | 551,193 | +1.2% | 2.25% | -1.6% |
| Q2 2021 | $13,491,000 | -0.8% | 544,431 | -0.5% | 2.29% | -7.8% |
| Q1 2021 | $13,604,000 | -14.7% | 547,428 | -14.5% | 2.48% | -17.9% |
| Q4 2020 | $15,951,000 | +0.7% | 640,327 | +1.3% | 3.02% | -8.1% |
| Q3 2020 | $15,842,000 | +1.2% | 632,400 | +1.6% | 3.29% | -10.7% |
| Q2 2020 | $15,651,000 | +0.7% | 622,294 | -1.3% | 3.68% | -8.9% |
| Q1 2020 | $15,543,000 | +14.4% | 630,545 | +15.8% | 4.05% | +37.9% |
| Q4 2019 | $13,587,000 | +7.2% | 544,350 | +7.4% | 2.94% | +1.8% |
| Q3 2019 | $12,674,000 | +6.4% | 506,970 | +6.1% | 2.88% | +4.6% |
| Q2 2019 | $11,912,000 | +10.7% | 477,815 | +9.8% | 2.75% | +6.5% |
| Q1 2019 | $10,757,000 | +96.6% | 435,159 | +93.7% | 2.59% | +69.0% |
| Q4 2018 | $5,472,000 | +3.4% | 224,632 | +3.4% | 1.53% | +16.2% |
| Q3 2018 | $5,294,000 | +0.7% | 217,334 | +0.8% | 1.32% | -3.4% |
| Q2 2018 | $5,255,000 | +0.0% | 215,614 | +0.4% | 1.36% | -1.9% |
| Q1 2018 | $5,253,000 | +7095.9% | 214,666 | +7229.0% | 1.39% | +6850.0% |
| Q4 2017 | $73,000 | – | 2,929 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Guidant Wealth Advisors | 173,933 | $4,319,000 | 2.27% |
| CAPITAL ADVISORS INC/OK | 1,354,314 | $33,601,000 | 2.20% |
| Day & Ennis, LLC | 92,570 | $2,297,000 | 2.18% |
| Trust Co | 179,942 | $4,464,000 | 2.03% |
| CORDA Investment Management, LLC. | 531,070 | $13,175,000 | 1.97% |
| Gateway Advisory, LLC | 206,330 | $5,152,000 | 1.65% |
| Hugh Johnson Advisors LLC | 82,691 | $2,052,000 | 0.67% |
| Patriot Financial Group Insurance Agency, LLC | 22,497 | $559,000 | 0.59% |
| Proficio Capital Partners LLC | 36,106 | $903,000 | 0.40% |
| Capital Investment Advisors, LLC | 196,681 | $4,880,000 | 0.37% |