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 | $65,000 | -1.5% | 2,638 | -1.6% | 0.01% | 0.0% |
| Q2 2021 | $66,000 | 0.0% | 2,680 | +1.6% | 0.01% | -30.0% |
| Q1 2021 | $66,000 | 0.0% | 2,638 | 0.0% | 0.01% | -16.7% |
| Q4 2020 | $66,000 | +187.0% | 2,638 | +192.1% | 0.01% | +140.0% |
| Q3 2020 | $23,000 | 0.0% | 903 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $23,000 | 0.0% | 903 | 0.0% | 0.01% | -16.7% |
| Q1 2020 | $23,000 | 0.0% | 903 | 0.0% | 0.01% | +20.0% |
| Q4 2019 | $23,000 | – | 903 | – | 0.01% | – |
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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% |