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 | $250,000 | -0.4% | 10,119 | 0.0% | 0.05% | -10.5% |
| Q2 2021 | $251,000 | 0.0% | 10,119 | 0.0% | 0.06% | -6.6% |
| Q1 2021 | $251,000 | -0.4% | 10,119 | 0.0% | 0.06% | -7.6% |
| Q4 2020 | $252,000 | -0.4% | 10,119 | 0.0% | 0.07% | -10.8% |
| Q3 2020 | $253,000 | -0.4% | 10,119 | 0.0% | 0.07% | -2.6% |
| Q2 2020 | $254,000 | +2.0% | 10,119 | 0.0% | 0.08% | -6.2% |
| Q1 2020 | $249,000 | -1.6% | 10,119 | 0.0% | 0.08% | +15.7% |
| Q4 2019 | $253,000 | 0.0% | 10,119 | 0.0% | 0.07% | -5.4% |
| Q3 2019 | $253,000 | +0.4% | 10,119 | 0.0% | 0.07% | -5.1% |
| Q2 2019 | $252,000 | +0.8% | 10,119 | 0.0% | 0.08% | -9.3% |
| Q1 2019 | $250,000 | +1.6% | 10,119 | 0.0% | 0.09% | -8.5% |
| Q4 2018 | $246,000 | 0.0% | 10,119 | 0.0% | 0.09% | +4.4% |
| Q3 2018 | $246,000 | -0.4% | 10,119 | 0.0% | 0.09% | -4.3% |
| Q2 2018 | $247,000 | -0.4% | 10,119 | 0.0% | 0.09% | -2.1% |
| Q1 2018 | $248,000 | -1.2% | 10,119 | 0.0% | 0.10% | -5.9% |
| Q4 2017 | $251,000 | -0.8% | 10,119 | 0.0% | 0.10% | -8.9% |
| Q3 2017 | $253,000 | 0.0% | 10,119 | 0.0% | 0.11% | -7.4% |
| Q2 2017 | $253,000 | +25.9% | 10,119 | +24.7% | 0.12% | +22.2% |
| Q1 2017 | $201,000 | +294.1% | 8,117 | +296.0% | 0.10% | +266.7% |
| Q4 2016 | $51,000 | – | 2,050 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BerganKDV Wealth Management, LLC | 1,006,710 | $24,523,000 | 5.74% |
| Cottage Street Advisors LLC | 323,334 | $7,876,000 | 5.24% |
| Tillar-Wenstrup Advisors, LLC | 305,212 | $7,435,000 | 4.90% |
| RiverGlades Family Offices LLC | 204,829 | $4,990,000 | 4.22% |
| Matthew Goff Investment Advisor, LLC | 296,632 | $7,226,000 | 3.67% |
| Day & Ennis, LLC | 204,829 | $4,990,000 | 3.28% |
| Guidant Wealth Advisors | 273,274 | $6,656,000 | 3.10% |
| Gateway Advisory, LLC | 282,863 | $6,891,000 | 2.88% |
| Fragasso Group Inc. | 470,220 | $11,455,000 | 2.56% |
| CORDA Investment Management, LLC. | 845,522 | $20,596,000 | 2.53% |