ISHARES TR's ticker is IBDM and the CUSIP is 46434VBK5. A total of 154 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $2,224,000 | -4.0% | 90,020 | -3.7% | 0.81% | -9.7% |
| Q2 2021 | $2,316,000 | -4.8% | 93,488 | -4.5% | 0.90% | -10.8% |
| Q1 2021 | $2,432,000 | -3.2% | 97,868 | -3.0% | 1.01% | -12.7% |
| Q4 2020 | $2,513,000 | -7.3% | 100,897 | -6.8% | 1.16% | -22.7% |
| Q3 2020 | $2,711,000 | -14.2% | 108,259 | -13.8% | 1.50% | -14.8% |
| Q2 2020 | $3,158,000 | -9.7% | 125,597 | -14.0% | 1.76% | -22.9% |
| Q1 2020 | $3,499,000 | -15.0% | 146,001 | -11.5% | 2.28% | +13.2% |
| Q4 2019 | $4,116,000 | +7.5% | 164,906 | +7.7% | 2.01% | -4.1% |
| Q3 2019 | $3,828,000 | +6.6% | 153,147 | +6.3% | 2.10% | +3.2% |
| Q2 2019 | $3,590,000 | +4.0% | 144,042 | +3.2% | 2.03% | -0.3% |
| Q1 2019 | $3,451,000 | +180.3% | 139,611 | +176.1% | 2.04% | +154.6% |
| Q4 2018 | $1,231,000 | – | 50,563 | – | 0.80% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Paradigm, Strategies in Wealth Management, LLC | 670,666 | $16,666,000 | 16.10% |
| Matthew Goff Investment Advisor, LLC | 411,453 | $10,225,000 | 2.88% |
| Aptus Capital Advisors, LLC | 3,176,866 | $78,945,000 | 2.83% |
| Cottage Street Advisors LLC | 158,513 | $3,939,000 | 2.58% |
| Cribstone Capital Management, LLC | 153,665 | $3,819,000 | 2.51% |
| MV CAPITAL MANAGEMENT, INC. | 547,428 | $13,604,000 | 2.48% |
| RVW Wealth, LLC | 763,502 | $19,000,000 | 2.48% |
| Day & Ennis, LLC | 236,158 | $5,869,000 | 2.22% |
| CORDA Investment Management, LLC. | 886,532 | $22,030,000 | 2.00% |
| Gateway Advisory, LLC | 313,874 | $7,800,000 | 1.97% |