ISHARES TR's ticker is IBDM and the CUSIP is 46434VBK5. A total of 157 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $25,000 | 0.0% | 642 | -2.1% | 0.01% | +33.3% |
| Q2 2021 | $25,000 | – | 656 | +32700.0% | 0.01% | – |
| Q1 2020 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q4 2019 | $0 | -100.0% | 2 | -100.0% | 0.00% | -100.0% |
| Q3 2019 | $410,000 | -25.2% | 16,396 | -25.3% | 0.35% | -21.6% |
| Q2 2019 | $548,000 | -14.5% | 21,963 | -15.5% | 0.45% | -13.1% |
| Q1 2019 | $641,000 | +499.1% | 26,004 | +489.4% | 0.52% | +362.5% |
| Q3 2018 | $107,000 | +224.2% | 4,412 | +226.1% | 0.11% | +261.3% |
| Q2 2018 | $33,000 | +13.8% | 1,353 | +12.8% | 0.03% | +3.3% |
| Q1 2018 | $29,000 | – | 1,199 | – | 0.03% | – |
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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% |