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 | $179,000 | +30.7% | 7,271 | +30.6% | 0.01% | +40.0% |
| Q2 2021 | $137,000 | -32.5% | 5,567 | -32.1% | 0.01% | -16.7% |
| Q1 2021 | $203,000 | +48.2% | 8,197 | +0.1% | 0.01% | 0.0% |
| Q4 2020 | $137,000 | -0.7% | 8,192 | +48.6% | 0.01% | -14.3% |
| Q3 2020 | $138,000 | -8.6% | 5,514 | -8.7% | 0.01% | -12.5% |
| Q2 2020 | $151,000 | +2.7% | 6,037 | +0.4% | 0.01% | -20.0% |
| Q1 2020 | $147,000 | +200.0% | 6,012 | +201.4% | 0.01% | +233.3% |
| Q4 2019 | $49,000 | 0.0% | 1,995 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $49,000 | -44.9% | 1,995 | -44.3% | 0.00% | -50.0% |
| Q2 2019 | $89,000 | +2.3% | 3,580 | +1.3% | 0.01% | 0.0% |
| Q1 2019 | $87,000 | +112.2% | 3,535 | +107.9% | 0.01% | +100.0% |
| Q4 2018 | $41,000 | 0.0% | 1,700 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $41,000 | +241.7% | 1,700 | +240.0% | 0.00% | +200.0% |
| Q2 2018 | $12,000 | -70.7% | 500 | -70.6% | 0.00% | -75.0% |
| Q1 2018 | $41,000 | -28.1% | 1,700 | -26.1% | 0.00% | -20.0% |
| Q4 2017 | $57,000 | 0.0% | 2,300 | 0.0% | 0.01% | -16.7% |
| Q3 2017 | $57,000 | +35.7% | 2,300 | +35.3% | 0.01% | +50.0% |
| Q2 2017 | $42,000 | – | 1,700 | – | 0.00% | – |
Download | ||||||
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% |