ISHARES TR's ticker is IBDM and the CUSIP is 46434VBK5. A total of 136 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $3,460,000 | -6.5% | 139,905 | -6.3% | 0.42% | -8.1% |
| Q2 2021 | $3,699,000 | -9.4% | 149,290 | -9.1% | 0.46% | -23.0% |
| Q1 2021 | $4,082,000 | -5.6% | 164,270 | -5.4% | 0.60% | -13.9% |
| Q4 2020 | $4,325,000 | -3.5% | 173,645 | -2.9% | 0.69% | -17.6% |
| Q3 2020 | $4,481,000 | +0.0% | 178,889 | +0.4% | 0.84% | -14.6% |
| Q2 2020 | $4,479,000 | +18.1% | 178,089 | +15.8% | 0.98% | -13.2% |
| Q1 2020 | $3,791,000 | -3.8% | 153,789 | -2.6% | 1.13% | +7.6% |
| Q4 2019 | $3,942,000 | +7.1% | 157,949 | +7.3% | 1.05% | -4.8% |
| Q3 2019 | $3,680,000 | +14.7% | 147,218 | +14.4% | 1.11% | +14.4% |
| Q2 2019 | $3,209,000 | +4.8% | 128,733 | +4.0% | 0.97% | -5.4% |
| Q1 2019 | $3,061,000 | +11.1% | 123,818 | +9.5% | 1.02% | -11.1% |
| Q4 2018 | $2,755,000 | +2.8% | 113,093 | +2.8% | 1.15% | +27.5% |
| Q3 2018 | $2,679,000 | +3.3% | 109,993 | +3.4% | 0.90% | -4.9% |
| Q2 2018 | $2,593,000 | -0.2% | 106,418 | +0.2% | 0.95% | -1.5% |
| Q1 2018 | $2,599,000 | +9.0% | 106,218 | +10.5% | 0.96% | +1.6% |
| Q4 2017 | $2,385,000 | +2.5% | 96,168 | +3.5% | 0.95% | -5.8% |
| Q3 2017 | $2,327,000 | +417.1% | 92,913 | +416.2% | 1.00% | +358.9% |
| Q2 2017 | $450,000 | – | 18,000 | – | 0.22% | – |
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% |