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 | $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 ↓ |
|---|---|---|---|
| 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% |