ISHARES TR's ticker is IBDM and the CUSIP is 46434VBK5. A total of 2 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
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 | 1,306,429 | $32,543,000 | 4.58% |
| AlphaMark Advisors, LLC | 478,299 | $11,914,000 | 4.56% |
| Matthew Goff Investment Advisor, LLC | 536,942 | $13,375,000 | 3.98% |
| Trust Co of Kansas | 291,632 | $7,265,000 | 3.80% |
| Cottage Street Advisors LLC | 159,583 | $3,975,000 | 3.72% |
| Aptus Capital Advisors, LLC | 2,724,066 | $67,856,000 | 3.11% |
| MV CAPITAL MANAGEMENT, INC. | 640,327 | $15,951,000 | 3.02% |
| Cribstone Capital Management, LLC | 155,634 | $3,877,000 | 2.66% |
| RVW Wealth, LLC | 693,386 | $17,000,000 | 2.49% |
| Day & Ennis, LLC | 237,980 | $5,928,000 | 2.36% |