ISHARES TR's ticker is IBDM and the CUSIP is 46434VBK5. A total of 103 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,623,000 | +78.2% | 65,034 | +78.4% | 0.01% | +57.1% |
| Q3 2019 | $911,000 | +16.8% | 36,463 | +16.6% | 0.01% | +16.7% |
| Q2 2019 | $780,000 | +57.3% | 31,284 | +56.0% | 0.01% | +50.0% |
| Q1 2019 | $496,000 | +58.5% | 20,056 | +56.0% | 0.00% | +33.3% |
| Q4 2018 | $313,000 | +140.8% | 12,855 | +141.5% | 0.00% | +200.0% |
| Q3 2018 | $130,000 | +66.7% | 5,322 | +65.7% | 0.00% | 0.0% |
| Q2 2018 | $78,000 | +143.8% | 3,211 | +140.5% | 0.00% | – |
| Q1 2018 | $32,000 | -3.0% | 1,335 | 0.0% | 0.00% | – |
| Q4 2017 | $33,000 | -2.9% | 1,335 | 0.0% | 0.00% | -100.0% |
| Q3 2017 | $34,000 | +9.7% | 1,335 | +8.1% | 0.00% | 0.0% |
| Q2 2017 | $31,000 | 0.0% | 1,235 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $31,000 | +10.7% | 1,235 | +8.9% | 0.00% | 0.0% |
| Q4 2016 | $28,000 | -49.1% | 1,134 | -48.0% | 0.00% | 0.0% |
| Q3 2016 | $55,000 | 0.0% | 2,179 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $55,000 | – | 2,179 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Paradigm, Strategies in Wealth Management, LLC | 670,666 | $16,666,000 | 16.10% |
| Matthew Goff Investment Advisor, LLC | 411,453 | $10,225,000 | 2.88% |
| Aptus Capital Advisors, LLC | 3,176,866 | $78,945,000 | 2.83% |
| Cottage Street Advisors LLC | 158,513 | $3,939,000 | 2.58% |
| Cribstone Capital Management, LLC | 153,665 | $3,819,000 | 2.51% |
| MV CAPITAL MANAGEMENT, INC. | 547,428 | $13,604,000 | 2.48% |
| RVW Wealth, LLC | 763,502 | $19,000,000 | 2.48% |
| Day & Ennis, LLC | 236,158 | $5,869,000 | 2.22% |
| CORDA Investment Management, LLC. | 886,532 | $22,030,000 | 2.00% |
| Gateway Advisory, LLC | 313,874 | $7,800,000 | 1.97% |