ISHARES TR's ticker is IBDM and the CUSIP is 46434VBK5. A total of 204 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $692,000 | -17.2% | 28,000 | -17.0% | 0.10% | -18.6% |
| Q2 2021 | $836,000 | -0.4% | 33,750 | 0.0% | 0.12% | -9.2% |
| Q1 2021 | $839,000 | -0.2% | 33,750 | 0.0% | 0.13% | -21.7% |
| Q4 2020 | $841,000 | -0.5% | 33,750 | 0.0% | 0.17% | -13.1% |
| Q3 2020 | $845,000 | -8.5% | 33,750 | -8.2% | 0.19% | -18.0% |
| Q2 2020 | $924,000 | +2.0% | 36,750 | 0.0% | 0.23% | -3.7% |
| Q1 2020 | $906,000 | -1.2% | 36,750 | 0.0% | 0.24% | +18.6% |
| Q4 2019 | $917,000 | – | 36,750 | – | 0.20% | – |
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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% |