ISHARES TR's ticker is IBDM and the CUSIP is 46434VBK5. A total of 154 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $606,000 | -0.3% | 24,489 | -0.1% | 0.23% | -4.6% |
| Q2 2021 | $608,000 | -0.2% | 24,523 | +0.0% | 0.24% | -9.2% |
| Q1 2021 | $609,000 | -1.6% | 24,512 | -1.3% | 0.26% | -12.4% |
| Q4 2020 | $619,000 | -6.5% | 24,843 | -6.0% | 0.30% | -19.8% |
| Q3 2020 | $662,000 | -0.3% | 26,436 | +0.1% | 0.37% | -8.6% |
| Q2 2020 | $664,000 | +2.0% | 26,417 | +0.1% | 0.41% | -18.2% |
| Q1 2020 | $651,000 | -1.1% | 26,396 | +0.1% | 0.50% | +21.7% |
| Q4 2019 | $658,000 | -0.2% | 26,382 | +0.1% | 0.41% | -13.0% |
| Q3 2019 | $659,000 | +3.8% | 26,362 | +3.5% | 0.47% | +4.9% |
| Q2 2019 | $635,000 | +66.7% | 25,464 | +65.1% | 0.45% | +4.4% |
| Q1 2019 | $381,000 | – | 15,426 | – | 0.43% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Paradigm, Strategies in Wealth Management, LLC | 670,666 | $16,666,000 | 16.10% |
| Matthew Goff Investment Advisor, LLC | 411,453 | $10,225,000 | 2.88% |
| Aptus Capital Advisors, LLC | 3,176,866 | $78,945,000 | 2.83% |
| Cottage Street Advisors LLC | 158,513 | $3,939,000 | 2.58% |
| Cribstone Capital Management, LLC | 153,665 | $3,819,000 | 2.51% |
| MV CAPITAL MANAGEMENT, INC. | 547,428 | $13,604,000 | 2.48% |
| RVW Wealth, LLC | 763,502 | $19,000,000 | 2.48% |
| Day & Ennis, LLC | 236,158 | $5,869,000 | 2.22% |
| CORDA Investment Management, LLC. | 886,532 | $22,030,000 | 2.00% |
| Gateway Advisory, LLC | 313,874 | $7,800,000 | 1.97% |