ISHARES TR's ticker is IBDM and the CUSIP is 46434VBK5. A total of 2 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $247,000 | 0.0% | 9,974 | +0.0% | 0.02% | 0.0% |
| Q2 2021 | $247,000 | -82.1% | 9,973 | -82.0% | 0.02% | -82.7% |
| Q1 2021 | $1,378,000 | -4.5% | 55,470 | -4.2% | 0.10% | -1.0% |
| Q4 2020 | $1,443,000 | -0.5% | 57,908 | +0.0% | 0.10% | -20.2% |
| Q3 2020 | $1,450,000 | -2.0% | 57,881 | -1.6% | 0.12% | -11.4% |
| Q2 2020 | $1,479,000 | +20.6% | 58,824 | +18.3% | 0.14% | -20.0% |
| Q1 2020 | $1,226,000 | +0.7% | 49,722 | +1.9% | 0.18% | +34.6% |
| Q4 2019 | $1,218,000 | +15.1% | 48,808 | +15.3% | 0.13% | +7.4% |
| Q3 2019 | $1,058,000 | +2.6% | 42,330 | +2.3% | 0.12% | +0.8% |
| Q2 2019 | $1,031,000 | +1.9% | 41,367 | +1.1% | 0.12% | -4.8% |
| Q1 2019 | $1,012,000 | -3.3% | 40,936 | -4.6% | 0.13% | -11.9% |
| Q4 2018 | $1,046,000 | – | 42,927 | – | 0.14% | – |
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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% |