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 | $3,616,000 | -2.0% | 146,201 | -1.9% | 2.16% | -3.8% |
| Q2 2021 | $3,691,000 | -3.4% | 148,968 | -3.1% | 2.24% | -10.9% |
| Q1 2021 | $3,819,000 | -1.5% | 153,665 | -1.3% | 2.51% | -5.5% |
| Q4 2020 | $3,877,000 | +3.8% | 155,634 | +4.4% | 2.66% | -12.9% |
| Q3 2020 | $3,735,000 | +16.9% | 149,100 | +17.4% | 3.05% | +15.4% |
| Q2 2020 | $3,194,000 | – | 126,979 | – | 2.64% | – |
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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% |