ISHARES TR's ticker is IBDM and the CUSIP is 46434VBK5. A total of 86 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $5,537,000 | -3.5% | 223,922 | -3.3% | 0.01% | -6.7% |
| Q2 2021 | $5,740,000 | +3.4% | 231,653 | +3.7% | 0.02% | -6.2% |
| Q1 2021 | $5,550,000 | +15.7% | 223,346 | +16.0% | 0.02% | +14.3% |
| Q4 2020 | $4,795,000 | +9.0% | 192,511 | +9.6% | 0.01% | -6.7% |
| Q3 2020 | $4,401,000 | +26.0% | 175,709 | +26.5% | 0.02% | +15.4% |
| Q2 2020 | $3,492,000 | +7.8% | 138,863 | +5.7% | 0.01% | -13.3% |
| Q1 2020 | $3,238,000 | +22.7% | 131,366 | +24.2% | 0.02% | +50.0% |
| Q4 2019 | $2,640,000 | +15.8% | 105,795 | +16.0% | 0.01% | 0.0% |
| Q3 2019 | $2,280,000 | +29.0% | 91,223 | +28.7% | 0.01% | +25.0% |
| Q2 2019 | $1,767,000 | +22.8% | 70,897 | +21.7% | 0.01% | +14.3% |
| Q1 2019 | $1,439,000 | +27.6% | 58,248 | +25.7% | 0.01% | +16.7% |
| Q4 2018 | $1,128,000 | +18.4% | 46,342 | +18.4% | 0.01% | +20.0% |
| Q3 2018 | $953,000 | -0.3% | 39,133 | -0.3% | 0.01% | 0.0% |
| Q2 2018 | $956,000 | +2.2% | 39,240 | +2.6% | 0.01% | 0.0% |
| Q1 2018 | $935,000 | -3.1% | 38,244 | -1.7% | 0.01% | 0.0% |
| Q4 2017 | $965,000 | – | 38,925 | – | 0.01% | – |
Download | ||||||
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% |