ISHARES TR's ticker is IBDM and the CUSIP is 46434VBK5. A total of 192 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
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 ↓ |
---|---|---|---|
BerganKDV Wealth Management, LLC | 1,006,710 | $24,523,000 | 5.74% |
Cottage Street Advisors LLC | 323,334 | $7,876,000 | 5.24% |
Tillar-Wenstrup Advisors, LLC | 305,212 | $7,435,000 | 4.90% |
RiverGlades Family Offices LLC | 204,829 | $4,990,000 | 4.22% |
Matthew Goff Investment Advisor, LLC | 296,632 | $7,226,000 | 3.67% |
Day & Ennis, LLC | 204,829 | $4,990,000 | 3.28% |
Guidant Wealth Advisors | 273,274 | $6,656,000 | 3.10% |
Gateway Advisory, LLC | 282,863 | $6,891,000 | 2.88% |
Fragasso Group Inc. | 470,220 | $11,455,000 | 2.56% |
CORDA Investment Management, LLC. | 845,522 | $20,596,000 | 2.53% |