ISHARES TR's ticker is IBDM and the CUSIP is 46434VBK5. A total of 210 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $2,942,000 | -5.1% | 118,952 | -4.9% | 0.20% | -8.5% |
| Q2 2021 | $3,101,000 | -0.1% | 125,138 | +0.2% | 0.22% | -13.6% |
| Q1 2021 | $3,104,000 | -2.6% | 124,920 | -2.4% | 0.26% | -15.4% |
| Q4 2020 | $3,187,000 | +0.5% | 127,935 | +1.0% | 0.30% | -14.3% |
| Q3 2020 | $3,172,000 | +1.3% | 126,629 | +1.7% | 0.36% | -11.7% |
| Q2 2020 | $3,131,000 | +10.6% | 124,480 | +8.4% | 0.40% | -11.2% |
| Q1 2020 | $2,831,000 | +1.2% | 114,843 | +2.5% | 0.45% | +11.3% |
| Q4 2019 | $2,797,000 | +13.9% | 112,061 | +14.1% | 0.41% | +2.3% |
| Q3 2019 | $2,455,000 | -0.4% | 98,198 | -0.7% | 0.40% | -5.2% |
| Q2 2019 | $2,466,000 | +14.2% | 98,902 | +13.2% | 0.42% | +6.3% |
| Q1 2019 | $2,160,000 | +14.5% | 87,381 | +12.8% | 0.40% | -7.3% |
| Q4 2018 | $1,886,000 | +28.2% | 77,433 | +28.2% | 0.43% | +14.5% |
| Q3 2018 | $1,471,000 | +22.2% | 60,388 | +22.2% | 0.37% | +14.1% |
| Q2 2018 | $1,204,000 | +56.0% | 49,424 | +56.6% | 0.33% | +48.0% |
| Q1 2018 | $772,000 | – | 31,564 | – | 0.22% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BerganKDV Wealth Management, LLC | 1,306,429 | $32,543,000 | 4.58% |
| AlphaMark Advisors, LLC | 478,299 | $11,914,000 | 4.56% |
| Matthew Goff Investment Advisor, LLC | 536,942 | $13,375,000 | 3.98% |
| Trust Co of Kansas | 291,632 | $7,265,000 | 3.80% |
| Cottage Street Advisors LLC | 159,583 | $3,975,000 | 3.72% |
| Aptus Capital Advisors, LLC | 2,724,066 | $67,856,000 | 3.11% |
| MV CAPITAL MANAGEMENT, INC. | 640,327 | $15,951,000 | 3.02% |
| Cribstone Capital Management, LLC | 155,634 | $3,877,000 | 2.66% |
| RVW Wealth, LLC | 693,386 | $17,000,000 | 2.49% |
| Day & Ennis, LLC | 237,980 | $5,928,000 | 2.36% |