ISHARES TR's ticker is IBDM and the CUSIP is 46434VBK5. A total of 200 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $7,282,000 | +22.3% | 294,466 | +22.5% | 0.24% | +12.3% |
| Q2 2021 | $5,955,000 | +43.8% | 240,312 | +44.2% | 0.21% | +24.1% |
| Q1 2021 | $4,142,000 | +142.9% | 166,661 | +143.5% | 0.17% | +109.9% |
| Q4 2020 | $1,705,000 | +27.1% | 68,443 | +27.8% | 0.08% | -2.4% |
| Q3 2020 | $1,341,000 | +117.0% | 53,540 | +117.9% | 0.08% | +88.6% |
| Q2 2020 | $618,000 | +139.5% | 24,568 | +137.9% | 0.04% | +100.0% |
| Q4 2019 | $258,000 | -64.6% | 10,326 | -64.7% | 0.02% | -76.8% |
| Q2 2019 | $729,000 | +159.4% | 29,232 | +157.4% | 0.10% | +97.9% |
| Q1 2019 | $281,000 | – | 11,357 | – | 0.05% | – |
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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% |