ISHARES TR's ticker is IBDM and the CUSIP is 46434VBK5. A total of 205 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $965,000 | -0.1% | 39,003 | +0.0% | 0.38% | -14.4% |
| Q2 2021 | $966,000 | -0.3% | 38,993 | +0.0% | 0.44% | -5.5% |
| Q1 2021 | $969,000 | -0.2% | 38,977 | +0.0% | 0.47% | -12.1% |
| Q4 2020 | $971,000 | +3.7% | 38,962 | +4.2% | 0.54% | -10.2% |
| Q3 2020 | $936,000 | +4.8% | 37,375 | +5.2% | 0.60% | -14.6% |
| Q2 2020 | $893,000 | +8.1% | 35,524 | +6.1% | 0.70% | -17.3% |
| Q1 2020 | $826,000 | +109.6% | 33,492 | +112.5% | 0.84% | +201.8% |
| Q4 2019 | $394,000 | -2.5% | 15,764 | -2.5% | 0.28% | -10.8% |
| Q3 2019 | $404,000 | -1.9% | 16,166 | -2.3% | 0.31% | -5.1% |
| Q2 2019 | $412,000 | +1.0% | 16,541 | +0.2% | 0.33% | +0.3% |
| Q1 2019 | $408,000 | +57.5% | 16,515 | +55.3% | 0.33% | +9.6% |
| Q4 2018 | $259,000 | – | 10,633 | – | 0.30% | – |
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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% |