ISHARES TR's ticker is IBDM and the CUSIP is 46434VBK5. A total of 157 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $3,900,000 | +3.3% | 157,713 | +3.6% | 1.19% | +3.4% |
| Q2 2021 | $3,774,000 | +4.8% | 152,288 | +5.1% | 1.15% | -1.3% |
| Q1 2021 | $3,601,000 | +8.7% | 144,909 | +9.0% | 1.16% | +0.5% |
| Q4 2020 | $3,312,000 | +24.2% | 132,952 | +24.9% | 1.16% | +7.7% |
| Q3 2020 | $2,666,000 | +39.1% | 106,430 | +39.6% | 1.08% | +79.9% |
| Q2 2020 | $1,916,000 | +107.4% | 76,222 | +103.4% | 0.60% | +46.2% |
| Q1 2020 | $924,000 | +34.9% | 37,481 | +36.6% | 0.41% | +47.7% |
| Q4 2019 | $685,000 | -18.2% | 27,430 | -18.1% | 0.28% | -41.9% |
| Q3 2019 | $837,000 | +127.4% | 33,488 | +126.8% | 0.48% | +115.8% |
| Q2 2019 | $368,000 | +1.4% | 14,764 | +0.4% | 0.22% | -11.2% |
| Q1 2019 | $363,000 | +16.7% | 14,703 | +15.1% | 0.25% | -9.1% |
| Q4 2018 | $311,000 | – | 12,770 | – | 0.27% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BerganKDV Wealth Management, LLC | 988,979 | $24,101,000 | 5.39% |
| Tillar-Wenstrup Advisors, LLC | 339,183 | $8,266,000 | 4.60% |
| Cottage Street Advisors LLC | 233,408 | $5,687,000 | 3.34% |
| Day & Ennis, LLC | 152,317 | $3,712,000 | 2.75% |
| Fragasso Group Inc. | 412,965 | $10,064,000 | 2.59% |
| CORDA Investment Management, LLC. | 827,757 | $20,172,000 | 2.50% |
| CAPITAL ADVISORS INC/OK | 1,434,848 | $34,967,000 | 2.10% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 111,957 | $2,728,000 | 2.04% |
| Gateway Advisory, LLC | 238,838 | $5,820,000 | 1.64% |
| MV CAPITAL MANAGEMENT, INC. | 215,614 | $5,255,000 | 1.36% |