ISHARES TR's ticker is IBDM and the CUSIP is 46434VBK5. A total of 210 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $2,429,000 | -26.4% | 98,201 | -26.3% | 0.06% | -48.7% |
| Q2 2021 | $3,301,000 | -9.8% | 133,200 | -9.8% | 0.12% | -48.0% |
| Q1 2021 | $3,660,000 | -11.2% | 147,592 | -11.0% | 0.22% | -20.2% |
| Q4 2020 | $4,121,000 | -2.4% | 165,916 | -1.6% | 0.28% | -30.9% |
| Q3 2020 | $4,223,000 | -7.9% | 168,535 | -7.8% | 0.41% | -11.1% |
| Q2 2020 | $4,583,000 | -1.0% | 182,760 | -2.7% | 0.46% | -37.8% |
| Q1 2020 | $4,630,000 | +75.8% | 187,855 | +77.7% | 0.74% | -9.6% |
| Q4 2019 | $2,634,000 | +17.1% | 105,700 | +17.5% | 0.82% | -16.0% |
| Q3 2019 | $2,249,000 | -3.6% | 89,969 | -4.3% | 0.97% | +14.0% |
| Q2 2019 | $2,334,000 | +86.7% | 94,004 | +85.6% | 0.85% | +81.7% |
| Q1 2019 | $1,250,000 | +38.0% | 50,661 | +35.5% | 0.47% | -14.7% |
| Q4 2018 | $906,000 | – | 37,382 | – | 0.55% | – |
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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% |