ISHARES TR's ticker is IBDM and the CUSIP is 46434VBK5. A total of 154 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $360,000 | -0.3% | 14,568 | 0.0% | 0.10% | -1.9% |
| Q2 2021 | $361,000 | -0.3% | 14,568 | 0.0% | 0.10% | -9.6% |
| Q1 2021 | $362,000 | -0.3% | 14,568 | 0.0% | 0.11% | -5.0% |
| Q4 2020 | $363,000 | -0.5% | 14,568 | 0.0% | 0.12% | -12.4% |
| Q3 2020 | $365,000 | -0.3% | 14,568 | 0.0% | 0.14% | -4.2% |
| Q2 2020 | $366,000 | +1.9% | 14,568 | 0.0% | 0.14% | -12.8% |
| Q1 2020 | $359,000 | -1.4% | 14,568 | 0.0% | 0.16% | +20.6% |
| Q4 2019 | $364,000 | 0.0% | 14,568 | 0.0% | 0.14% | -2.2% |
| Q3 2019 | $364,000 | +0.3% | 14,568 | 0.0% | 0.14% | +0.7% |
| Q2 2019 | $363,000 | +15.6% | 14,568 | +14.6% | 0.14% | +11.3% |
| Q1 2019 | $314,000 | +8.7% | 12,707 | +6.9% | 0.12% | -24.8% |
| Q4 2018 | $289,000 | +23.5% | 11,885 | +23.6% | 0.16% | +27.9% |
| Q3 2018 | $234,000 | 0.0% | 9,618 | 0.0% | 0.13% | +27.7% |
| Q2 2018 | $234,000 | – | 9,618 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Guidant Wealth Advisors | 173,933 | $4,319,000 | 2.27% |
| CAPITAL ADVISORS INC/OK | 1,354,314 | $33,601,000 | 2.20% |
| Day & Ennis, LLC | 92,570 | $2,297,000 | 2.18% |
| Trust Co | 179,942 | $4,464,000 | 2.03% |
| CORDA Investment Management, LLC. | 531,070 | $13,175,000 | 1.97% |
| Gateway Advisory, LLC | 206,330 | $5,152,000 | 1.65% |
| Hugh Johnson Advisors LLC | 82,691 | $2,052,000 | 0.67% |
| Patriot Financial Group Insurance Agency, LLC | 22,497 | $559,000 | 0.59% |
| Proficio Capital Partners LLC | 36,106 | $903,000 | 0.40% |
| Capital Investment Advisors, LLC | 196,681 | $4,880,000 | 0.37% |