ISHARES TR's ticker is IBDM and the CUSIP is 46434VBK5. A total of 204 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2021 | $355,000 | +7.9% | 14,373 | +8.6% | 0.07% | +3.0% |
Q1 2021 | $329,000 | -0.3% | 13,232 | 0.0% | 0.07% | -5.7% |
Q4 2020 | $330,000 | -9.8% | 13,232 | -9.5% | 0.07% | -20.5% |
Q3 2020 | $366,000 | +31.7% | 14,617 | +32.3% | 0.09% | +25.7% |
Q2 2020 | $278,000 | -5.1% | 11,051 | -7.0% | 0.07% | -17.6% |
Q1 2020 | $293,000 | -35.2% | 11,879 | -34.4% | 0.08% | -20.6% |
Q4 2019 | $452,000 | – | 18,101 | – | 0.11% | – |
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% |