ISHARES TR's ticker is IBDM and the CUSIP is 46434VBK5. A total of 109 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2018 | $602,000 | -3.7% | 24,652 | -2.6% | 0.44% | -4.9% |
Q4 2017 | $625,000 | -1.9% | 25,310 | -0.6% | 0.47% | -17.8% |
Q3 2017 | $637,000 | +11.2% | 25,472 | +10.9% | 0.57% | -4.7% |
Q2 2017 | $573,000 | +2.5% | 22,965 | +2.1% | 0.60% | +1.4% |
Q1 2017 | $559,000 | +4.5% | 22,497 | +3.7% | 0.59% | -19.5% |
Q4 2016 | $535,000 | – | 21,704 | – | 0.73% | – |
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% |