ISHARES TR's ticker is IBDM and the CUSIP is 46434VBK5. A total of 157 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $532,000 | -0.4% | 21,515 | -0.1% | 0.00% | 0.0% |
| Q2 2021 | $534,000 | +1.3% | 21,540 | +1.6% | 0.00% | -20.0% |
| Q1 2021 | $527,000 | -1.3% | 21,206 | -1.0% | 0.01% | -16.7% |
| Q4 2020 | $534,000 | +3.1% | 21,428 | +3.6% | 0.01% | 0.0% |
| Q3 2020 | $518,000 | -1.7% | 20,688 | -1.2% | 0.01% | -14.3% |
| Q2 2020 | $527,000 | +2.3% | 20,935 | +0.2% | 0.01% | -22.2% |
| Q1 2020 | $515,000 | -13.0% | 20,902 | -11.9% | 0.01% | +12.5% |
| Q4 2019 | $592,000 | +32.7% | 23,716 | +33.0% | 0.01% | +14.3% |
| Q3 2019 | $446,000 | -16.9% | 17,825 | -17.2% | 0.01% | -12.5% |
| Q2 2019 | $537,000 | -76.2% | 21,524 | -76.5% | 0.01% | -77.1% |
| Q1 2019 | $2,260,000 | +3.2% | 91,429 | +1.7% | 0.04% | -10.3% |
| Q4 2018 | $2,190,000 | – | 89,889 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BerganKDV Wealth Management, LLC | 988,979 | $24,101,000 | 5.39% |
| Tillar-Wenstrup Advisors, LLC | 339,183 | $8,266,000 | 4.60% |
| Cottage Street Advisors LLC | 233,408 | $5,687,000 | 3.34% |
| Day & Ennis, LLC | 152,317 | $3,712,000 | 2.75% |
| Fragasso Group Inc. | 412,965 | $10,064,000 | 2.59% |
| CORDA Investment Management, LLC. | 827,757 | $20,172,000 | 2.50% |
| CAPITAL ADVISORS INC/OK | 1,434,848 | $34,967,000 | 2.10% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 111,957 | $2,728,000 | 2.04% |
| Gateway Advisory, LLC | 238,838 | $5,820,000 | 1.64% |
| MV CAPITAL MANAGEMENT, INC. | 215,614 | $5,255,000 | 1.36% |