ISHARES TR's ticker is IBDM and the CUSIP is 46434VBK5. A total of 136 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $316,000 | +68.1% | 12,580 | +66.5% | 0.08% | +23.4% |
| Q2 2019 | $188,000 | -37.1% | 7,555 | -37.6% | 0.06% | -40.2% |
| Q1 2019 | $299,000 | -12.1% | 12,108 | -13.2% | 0.11% | -29.1% |
| Q4 2018 | $340,000 | 0.0% | 13,948 | 0.0% | 0.15% | +34.8% |
| Q3 2018 | $340,000 | -70.3% | 13,948 | -70.3% | 0.11% | -76.2% |
| Q2 2018 | $1,144,000 | +11.6% | 46,948 | +12.1% | 0.47% | +56.1% |
| Q1 2018 | $1,025,000 | +14.5% | 41,886 | +16.0% | 0.30% | +4.5% |
| Q4 2017 | $895,000 | -1.0% | 36,106 | 0.0% | 0.29% | -21.3% |
| Q3 2017 | $904,000 | 0.0% | 36,106 | 0.0% | 0.37% | -2.7% |
| Q2 2017 | $904,000 | +0.1% | 36,106 | 0.0% | 0.38% | -4.8% |
| Q1 2017 | $903,000 | +3.2% | 36,106 | +1.9% | 0.40% | +6.5% |
| Q4 2016 | $875,000 | -2.6% | 35,428 | 0.0% | 0.37% | -28.4% |
| Q3 2016 | $898,000 | -0.3% | 35,428 | 0.0% | 0.52% | -8.3% |
| Q2 2016 | $901,000 | +1377.0% | 35,428 | +1359.1% | 0.56% | +1007.8% |
| Q1 2016 | $61,000 | +3.4% | 2,428 | 0.0% | 0.05% | -12.1% |
| Q4 2015 | $59,000 | – | 2,428 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BerganKDV Wealth Management, LLC | 988,979 | $24,101,000 | 5.39% |
| Tillar-Wenstrup Advisors, LLC | 339,183 | $8,266,000 | 4.60% |
| Cottage Street Advisors LLC | 233,408 | $5,687,000 | 3.34% |
| Day & Ennis, LLC | 152,317 | $3,712,000 | 2.75% |
| Fragasso Group Inc. | 412,965 | $10,064,000 | 2.59% |
| CORDA Investment Management, LLC. | 827,757 | $20,172,000 | 2.50% |
| CAPITAL ADVISORS INC/OK | 1,434,848 | $34,967,000 | 2.10% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 111,957 | $2,728,000 | 2.04% |
| Gateway Advisory, LLC | 238,838 | $5,820,000 | 1.64% |
| MV CAPITAL MANAGEMENT, INC. | 215,614 | $5,255,000 | 1.36% |