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 | $40,000 | -58.3% | 1,600 | -97.3% | 0.00% | -66.7% |
| Q2 2020 | $96,000 | -61.4% | 58,288 | +481.7% | 0.01% | -65.4% |
| Q1 2020 | $249,000 | -0.4% | 10,021 | 0.0% | 0.03% | +8.3% |
| Q4 2019 | $250,000 | 0.0% | 10,021 | 0.0% | 0.02% | -14.3% |
| Q3 2019 | $250,000 | 0.0% | 10,021 | 0.0% | 0.03% | -3.4% |
| Q2 2019 | $250,000 | +0.8% | 10,021 | 0.0% | 0.03% | -3.3% |
| Q1 2019 | $248,000 | +1.6% | 10,021 | 0.0% | 0.03% | -11.8% |
| Q4 2018 | $244,000 | 0.0% | 10,021 | 0.0% | 0.03% | +3.0% |
| Q3 2018 | $244,000 | 0.0% | 10,021 | 0.0% | 0.03% | -2.9% |
| Q2 2018 | $244,000 | -0.4% | 10,021 | 0.0% | 0.03% | -12.8% |
| Q1 2018 | $245,000 | +99.2% | 10,021 | +102.1% | 0.04% | +95.0% |
| Q4 2017 | $123,000 | +15.0% | 4,959 | +16.4% | 0.02% | -16.7% |
| Q3 2017 | $107,000 | – | 4,259 | – | 0.02% | – |
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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% |