ISHARES TR's ticker is IBDM and the CUSIP is 46434VBK5. A total of 205 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $11,000 | -8.3% | 465 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $12,000 | 0.0% | 465 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $12,000 | 0.0% | 465 | 0.0% | 0.01% | -12.5% |
| Q4 2020 | $12,000 | 0.0% | 465 | 0.0% | 0.01% | -11.1% |
| Q3 2020 | $12,000 | 0.0% | 465 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $12,000 | +9.1% | 465 | 0.0% | 0.01% | -10.0% |
| Q1 2020 | $11,000 | -8.3% | 465 | 0.0% | 0.01% | +25.0% |
| Q4 2019 | $12,000 | -20.0% | 465 | -24.4% | 0.01% | -27.3% |
| Q3 2019 | $15,000 | 0.0% | 615 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $15,000 | 0.0% | 615 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $15,000 | 0.0% | 615 | 0.0% | 0.01% | -8.3% |
| Q4 2018 | $15,000 | 0.0% | 615 | 0.0% | 0.01% | +9.1% |
| Q3 2018 | $15,000 | – | 615 | – | 0.01% | – |
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% |