ISHARES TR's ticker is IBDM and the CUSIP is 46434VBK5. A total of 103 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $230,000 | -65.3% | 9,197 | -66.1% | 0.14% | -72.2% |
| Q3 2018 | $662,000 | -57.0% | 27,160 | -57.0% | 0.51% | -58.4% |
| Q2 2018 | $1,539,000 | -10.3% | 63,135 | -10.0% | 1.22% | -13.5% |
| Q1 2018 | $1,716,000 | +71.9% | 70,115 | +76.0% | 1.41% | +89.1% |
| Q4 2017 | $998,000 | 0.0% | 39,839 | 0.0% | 0.75% | -5.2% |
| Q3 2017 | $998,000 | +9.1% | 39,839 | +8.8% | 0.79% | -4.0% |
| Q2 2016 | $915,000 | – | 36,630 | – | 0.82% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Guidant Wealth Advisors | 189,434 | $4,724,000 | 2.44% |
| CORDA Investment Management, LLC. | 624,210 | $15,599,000 | 2.22% |
| CAPITAL ADVISORS INC/OK | 1,339,605 | $33,477,000 | 2.09% |
| Day & Ennis, LLC | 92,396 | $2,309,000 | 1.99% |
| Trust Co | 155,007 | $3,874,000 | 1.79% |
| Gateway Advisory, LLC | 214,647 | $5,364,000 | 1.66% |
| Timber Creek Capital Management LLC | 134,704 | $3,366,000 | 1.29% |
| Hugh Johnson Advisors LLC | 77,642 | $1,940,000 | 0.62% |
| Patriot Financial Group Insurance Agency, LLC | 22,965 | $573,000 | 0.60% |
| Lenox Wealth Management, Inc. | 49,064 | $1,226,000 | 0.50% |