ISHARES TR's ticker is IBDM and the CUSIP is 46434VBK5. A total of 115 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $119,000 | -0.8% | 4,787 | 0.0% | 0.02% | -11.1% |
| Q2 2020 | $120,000 | +1.7% | 4,787 | 0.0% | 0.02% | -25.0% |
| Q1 2020 | $118,000 | +18.0% | 4,787 | +19.7% | 0.02% | +33.3% |
| Q4 2019 | $100,000 | 0.0% | 4,000 | 0.0% | 0.02% | -10.0% |
| Q3 2019 | $100,000 | +1.0% | 4,000 | 0.0% | 0.02% | -4.8% |
| Q2 2019 | $99,000 | +67.8% | 4,000 | +66.7% | 0.02% | +75.0% |
| Q1 2019 | $59,000 | +5800.0% | 2,400 | +3143.2% | 0.01% | – |
| Q2 2018 | $1,000 | – | 74 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Guidant Wealth Advisors | 189,434 | $4,724,000 | 2.44% |
| CORDA Investment Management, LLC. | 624,210 | $15,599,000 | 2.22% |
| CAPITAL ADVISORS INC/OK | 1,339,605 | $33,477,000 | 2.09% |
| Day & Ennis, LLC | 92,396 | $2,309,000 | 1.99% |
| Trust Co | 155,007 | $3,874,000 | 1.79% |
| Gateway Advisory, LLC | 214,647 | $5,364,000 | 1.66% |
| Timber Creek Capital Management LLC | 134,704 | $3,366,000 | 1.29% |
| Hugh Johnson Advisors LLC | 77,642 | $1,940,000 | 0.62% |
| Patriot Financial Group Insurance Agency, LLC | 22,965 | $573,000 | 0.60% |
| Lenox Wealth Management, Inc. | 49,064 | $1,226,000 | 0.50% |