ISHARES TR's ticker is IBDM and the CUSIP is 46434VBK5. A total of 210 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $1,195,000 | -8.4% | 47,976 | -7.8% | 1.51% | -20.3% |
| Q3 2020 | $1,304,000 | -19.3% | 52,058 | -18.9% | 1.89% | -2.0% |
| Q2 2020 | $1,615,000 | -10.5% | 64,214 | -12.3% | 1.93% | -26.1% |
| Q1 2020 | $1,805,000 | +13.1% | 73,222 | +14.5% | 2.61% | +47.3% |
| Q4 2019 | $1,596,000 | -13.3% | 63,928 | -13.1% | 1.77% | -18.5% |
| Q3 2019 | $1,840,000 | +5.8% | 73,591 | +5.5% | 2.18% | +4.2% |
| Q2 2019 | $1,739,000 | +3.3% | 69,745 | +2.4% | 2.09% | +46.6% |
| Q1 2019 | $1,684,000 | +41.5% | 68,110 | +39.4% | 1.42% | +634.5% |
| Q4 2018 | $1,190,000 | – | 48,859 | – | 0.19% | – |
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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% |