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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $202,000 | -0.5% | 8,117 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $203,000 | -4.7% | 8,117 | -4.0% | 0.01% | -12.5% |
| Q2 2020 | $213,000 | -57.1% | 8,458 | -58.0% | 0.01% | -66.7% |
| Q1 2020 | $496,000 | -87.5% | 20,130 | -87.3% | 0.02% | -84.8% |
| Q4 2019 | $3,961,000 | +6.5% | 158,708 | +6.7% | 0.16% | -4.2% |
| Q3 2019 | $3,719,000 | +7.2% | 148,754 | +6.9% | 0.16% | -22.2% |
| Q2 2019 | $3,469,000 | +9.2% | 139,133 | +8.3% | 0.21% | +3.4% |
| Q1 2019 | $3,176,000 | -44.0% | 128,482 | -44.8% | 0.20% | -43.8% |
| Q4 2018 | $5,671,000 | +2.1% | 232,792 | +2.1% | 0.36% | -14.5% |
| Q3 2018 | $5,556,000 | +19.0% | 228,097 | +18.7% | 0.43% | 0.0% |
| Q2 2018 | $4,670,000 | +10.0% | 192,107 | +10.5% | 0.43% | -12.0% |
| Q1 2018 | $4,244,000 | – | 173,928 | – | 0.48% | – |
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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% |