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 ↓ |
|---|---|---|---|
| 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% |