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 2019 | $8,264,000 | +15.3% | 330,545 | +14.9% | 3.07% | +10.9% |
| Q2 2019 | $7,170,000 | +1.1% | 287,622 | +0.3% | 2.77% | +0.2% |
| Q1 2019 | $7,091,000 | +6.5% | 286,854 | +5.0% | 2.76% | -11.0% |
| Q4 2018 | $6,656,000 | -88.4% | 273,274 | -81.9% | 3.10% | -76.0% |
| Q1 2018 | $57,260,000 | +1112.1% | 1,509,804 | +697.0% | 12.95% | +431.6% |
| Q2 2017 | $4,724,000 | +9.4% | 189,434 | +8.9% | 2.44% | +7.5% |
| Q1 2017 | $4,319,000 | +31.1% | 173,933 | +30.6% | 2.27% | +21.4% |
| Q4 2016 | $3,294,000 | +137.7% | 133,194 | +142.2% | 1.87% | +118.9% |
| Q3 2016 | $1,386,000 | – | 54,991 | – | 0.85% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BerganKDV Wealth Management, LLC | 988,979 | $24,101,000 | 5.39% |
| Tillar-Wenstrup Advisors, LLC | 339,183 | $8,266,000 | 4.60% |
| Cottage Street Advisors LLC | 233,408 | $5,687,000 | 3.34% |
| Day & Ennis, LLC | 152,317 | $3,712,000 | 2.75% |
| Fragasso Group Inc. | 412,965 | $10,064,000 | 2.59% |
| CORDA Investment Management, LLC. | 827,757 | $20,172,000 | 2.50% |
| CAPITAL ADVISORS INC/OK | 1,434,848 | $34,967,000 | 2.10% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 111,957 | $2,728,000 | 2.04% |
| Gateway Advisory, LLC | 238,838 | $5,820,000 | 1.64% |
| MV CAPITAL MANAGEMENT, INC. | 215,614 | $5,255,000 | 1.36% |