ISHARES TR's ticker is IBDM and the CUSIP is 46434VBK5. A total of 109 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $250,000 | 0.0% | 10,112 | +0.2% | 0.04% | 0.0% |
| Q2 2021 | $250,000 | -16.4% | 10,092 | -16.1% | 0.04% | -20.8% |
| Q1 2021 | $299,000 | 0.0% | 12,024 | +0.3% | 0.05% | -14.3% |
| Q4 2020 | $299,000 | -9.7% | 11,990 | -9.2% | 0.06% | -18.8% |
| Q3 2020 | $331,000 | +0.3% | 13,204 | +0.5% | 0.07% | -5.5% |
| Q2 2020 | $330,000 | +2.5% | 13,132 | +0.6% | 0.07% | -14.1% |
| Q1 2020 | $322,000 | -12.3% | 13,050 | -11.1% | 0.08% | +11.8% |
| Q4 2019 | $367,000 | +14.0% | 14,684 | +14.0% | 0.08% | +7.0% |
| Q3 2019 | $322,000 | -5.3% | 12,881 | -5.4% | 0.07% | -6.6% |
| Q2 2019 | $340,000 | +19.7% | 13,623 | +18.6% | 0.08% | +11.8% |
| Q1 2019 | $284,000 | +9.7% | 11,488 | +8.2% | 0.07% | -2.9% |
| Q4 2018 | $259,000 | +1.2% | 10,616 | +0.8% | 0.07% | +20.7% |
| Q3 2018 | $256,000 | +0.4% | 10,527 | +0.5% | 0.06% | -9.4% |
| Q2 2018 | $255,000 | +15.9% | 10,470 | +16.6% | 0.06% | +8.5% |
| Q1 2018 | $220,000 | – | 8,982 | – | 0.06% | – |
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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% |