ISHARES TR's ticker is IBDM and the CUSIP is 46434VBK5. A total of 187 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $444,000 | -0.2% | 17,966 | +0.0% | 0.13% | +3.1% |
| Q2 2021 | $445,000 | -0.2% | 17,961 | +0.0% | 0.13% | -16.2% |
| Q1 2021 | $446,000 | -0.2% | 17,953 | +0.0% | 0.15% | -2.5% |
| Q4 2020 | $447,000 | -11.1% | 17,946 | -10.6% | 0.16% | -19.8% |
| Q3 2020 | $503,000 | -0.2% | 20,063 | +0.1% | 0.20% | -12.4% |
| Q2 2020 | $504,000 | +2.2% | 20,038 | +0.1% | 0.22% | -17.9% |
| Q1 2020 | $493,000 | -1.2% | 20,010 | +0.1% | 0.27% | +29.2% |
| Q4 2019 | $499,000 | 0.0% | 19,990 | +0.2% | 0.21% | -3.6% |
| Q3 2019 | $499,000 | +0.4% | 19,951 | +0.2% | 0.22% | -3.9% |
| Q2 2019 | $497,000 | +1.0% | 19,921 | +0.2% | 0.23% | -4.2% |
| Q1 2019 | $492,000 | +1.7% | 19,890 | +0.1% | 0.24% | -18.7% |
| Q4 2018 | $484,000 | – | 19,873 | – | 0.29% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Guidant Wealth Advisors | 189,434 | $4,724,000 | 2.44% |
| CORDA Investment Management, LLC. | 624,210 | $15,599,000 | 2.22% |
| CAPITAL ADVISORS INC/OK | 1,339,605 | $33,477,000 | 2.09% |
| Day & Ennis, LLC | 92,396 | $2,309,000 | 1.99% |
| Trust Co | 155,007 | $3,874,000 | 1.79% |
| Gateway Advisory, LLC | 214,647 | $5,364,000 | 1.66% |
| Timber Creek Capital Management LLC | 134,704 | $3,366,000 | 1.29% |
| Hugh Johnson Advisors LLC | 77,642 | $1,940,000 | 0.62% |
| Patriot Financial Group Insurance Agency, LLC | 22,965 | $573,000 | 0.60% |
| Lenox Wealth Management, Inc. | 49,064 | $1,226,000 | 0.50% |