ISHARES TR's ticker is IBDM and the CUSIP is 46434VBK5. A total of 115 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $312,000 | -40.5% | 12,609 | -40.4% | 0.09% | -35.0% |
| Q2 2021 | $524,000 | -6.1% | 21,165 | -5.7% | 0.14% | +22.2% |
| Q1 2021 | $558,000 | +2.2% | 22,440 | +2.4% | 0.12% | -4.1% |
| Q4 2020 | $546,000 | +42.9% | 21,924 | +43.9% | 0.12% | +24.5% |
| Q3 2020 | $382,000 | -0.3% | 15,238 | +0.0% | 0.10% | +7.7% |
| Q2 2020 | $383,000 | +0.8% | 15,235 | -1.1% | 0.09% | -18.8% |
| Q1 2020 | $380,000 | -1.0% | 15,405 | +0.0% | 0.11% | +15.5% |
| Q4 2019 | $384,000 | -5.2% | 15,402 | -4.9% | 0.10% | -12.6% |
| Q3 2019 | $405,000 | +5.5% | 16,196 | +5.2% | 0.11% | 0.0% |
| Q2 2019 | $384,000 | +2.9% | 15,392 | +2.1% | 0.11% | -5.9% |
| Q1 2019 | $373,000 | +1.6% | 15,079 | +0.0% | 0.12% | -18.6% |
| Q4 2018 | $367,000 | -14.7% | 15,076 | -14.5% | 0.14% | -5.8% |
| Q3 2018 | $430,000 | +1.2% | 17,643 | +1.2% | 0.15% | -4.3% |
| Q2 2018 | $425,000 | +29.2% | 17,436 | +29.5% | 0.16% | +15.0% |
| Q1 2018 | $329,000 | -1.5% | 13,459 | +0.0% | 0.14% | +0.7% |
| Q4 2017 | $334,000 | – | 13,458 | – | 0.14% | – |
Download | ||||||
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% |