ISHARES TR's ticker is IBDM and the CUSIP is 46434VBK5. A total of 204 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2021 | $142,000 | 0.0% | 5,744 | +0.2% | 0.07% | -5.3% |
Q2 2021 | $142,000 | 0.0% | 5,733 | +0.3% | 0.08% | -20.0% |
Q1 2021 | $142,000 | 0.0% | 5,715 | +0.3% | 0.10% | -10.4% |
Q4 2020 | $142,000 | 0.0% | 5,699 | +0.7% | 0.11% | -17.8% |
Q3 2020 | $142,000 | 0.0% | 5,660 | +0.6% | 0.13% | -9.2% |
Q2 2020 | $142,000 | +2.9% | 5,629 | +0.6% | 0.14% | +30.3% |
Q1 2020 | $138,000 | -0.7% | 5,594 | +0.4% | 0.11% | +29.8% |
Q4 2019 | $139,000 | – | 5,570 | – | 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% |