ISHARES TR's ticker is IBDM and the CUSIP is 46434VBK5. A total of 187 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $692,000 | -82.0% | 28,000 | -82.0% | 0.46% | -79.6% |
| Q2 2021 | $3,845,000 | -2.4% | 155,147 | -2.1% | 2.28% | -11.7% |
| Q1 2021 | $3,939,000 | -0.9% | 158,513 | -0.7% | 2.58% | -30.4% |
| Q4 2020 | $3,975,000 | -0.5% | 159,583 | +0.0% | 3.72% | +26.7% |
| Q3 2020 | $3,996,000 | -6.7% | 159,507 | -6.4% | 2.93% | -8.8% |
| Q2 2020 | $4,284,000 | +1.3% | 170,348 | -0.7% | 3.22% | -15.6% |
| Q1 2020 | $4,229,000 | -50.0% | 171,583 | -49.3% | 3.81% | -20.7% |
| Q4 2019 | $8,455,000 | -0.5% | 338,740 | -0.4% | 4.80% | -6.1% |
| Q3 2019 | $8,500,000 | +0.3% | 339,991 | +0.0% | 5.11% | +1.0% |
| Q2 2019 | $8,474,000 | +1.3% | 339,932 | +0.5% | 5.06% | -1.3% |
| Q1 2019 | $8,365,000 | +6.2% | 338,375 | +4.7% | 5.13% | -2.2% |
| Q4 2018 | $7,876,000 | +23.5% | 323,334 | +23.5% | 5.24% | +45.0% |
| Q3 2018 | $6,376,000 | +12.1% | 261,763 | +12.1% | 3.62% | +8.1% |
| Q2 2018 | $5,687,000 | +27.8% | 233,408 | +28.3% | 3.34% | +22.9% |
| Q1 2018 | $4,451,000 | +2.4% | 181,897 | +3.8% | 2.72% | +5.3% |
| Q4 2017 | $4,347,000 | – | 175,307 | – | 2.58% | – |
Download | ||||||
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% |