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 | $72,000 | 0.0% | 2,914 | 0.0% | 0.03% | -12.1% |
| Q2 2021 | $72,000 | -41.0% | 2,914 | -40.6% | 0.03% | -44.1% |
| Q1 2021 | $122,000 | 0.0% | 4,906 | 0.0% | 0.06% | -21.3% |
| Q4 2020 | $122,000 | +8.0% | 4,906 | +8.9% | 0.08% | -6.2% |
| Q3 2020 | $113,000 | 0.0% | 4,505 | 0.0% | 0.08% | -4.8% |
| Q2 2020 | $113,000 | -11.0% | 4,505 | -12.7% | 0.08% | -22.2% |
| Q1 2020 | $127,000 | -1.6% | 5,162 | 0.0% | 0.11% | +21.3% |
| Q4 2019 | $129,000 | 0.0% | 5,162 | 0.0% | 0.09% | +20.3% |
| Q3 2019 | $129,000 | 0.0% | 5,162 | 0.0% | 0.07% | +1.4% |
| Q2 2019 | $129,000 | +0.8% | 5,162 | 0.0% | 0.07% | -1.4% |
| Q1 2019 | $128,000 | +1.6% | 5,162 | 0.0% | 0.07% | -3.9% |
| Q4 2018 | $126,000 | – | 5,162 | – | 0.08% | – |
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% |