ISHARES TR's ticker is IBDM and the CUSIP is 46434VBK5. A total of 201 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $10,260,000 | -9.5% | 414,910 | -9.4% | 0.37% | -10.9% |
| Q2 2021 | $11,343,000 | +5.2% | 457,765 | +5.5% | 0.41% | -2.6% |
| Q1 2021 | $10,782,000 | +0.4% | 433,920 | +0.7% | 0.42% | -3.9% |
| Q4 2020 | $10,734,000 | -0.3% | 430,877 | +0.3% | 0.44% | -9.9% |
| Q3 2020 | $10,761,000 | +3.2% | 429,592 | +3.6% | 0.49% | -6.9% |
| Q2 2020 | $10,432,000 | +37.8% | 414,785 | +35.1% | 0.52% | +12.7% |
| Q1 2020 | $7,570,000 | +7.9% | 307,097 | +9.2% | 0.46% | +29.2% |
| Q4 2019 | $7,017,000 | +33.8% | 281,146 | +34.0% | 0.36% | +21.7% |
| Q3 2019 | $5,244,000 | +0.2% | 209,769 | -0.5% | 0.30% | -1.0% |
| Q2 2019 | $5,236,000 | -15.3% | 210,760 | -15.7% | 0.30% | -19.2% |
| Q1 2019 | $6,179,000 | +45.5% | 249,989 | +43.4% | 0.37% | +30.9% |
| Q4 2018 | $4,247,000 | +1.3% | 174,324 | +1.3% | 0.28% | +15.6% |
| Q3 2018 | $4,191,000 | -0.8% | 172,044 | -0.7% | 0.24% | -9.3% |
| Q2 2018 | $4,223,000 | +0.6% | 173,305 | +1.0% | 0.27% | +1.1% |
| Q1 2018 | $4,197,000 | +46.2% | 171,514 | +48.2% | 0.27% | +52.0% |
| Q4 2017 | $2,871,000 | – | 115,769 | – | 0.18% | – |
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% |