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% | – |
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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% |