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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |