ISHARES TR's ticker is IBDM and the CUSIP is 46434VBK5. A total of 210 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $908,000 | -29.9% | 36,682 | -29.9% | 0.00% | 0.0% |
| Q2 2021 | $1,295,000 | -0.3% | 52,308 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $1,299,000 | -0.6% | 52,308 | -0.3% | 0.00% | 0.0% |
| Q4 2020 | $1,307,000 | -4.7% | 52,468 | -4.1% | 0.00% | -50.0% |
| Q3 2020 | $1,372,000 | -23.7% | 54,730 | -23.4% | 0.00% | 0.0% |
| Q2 2020 | $1,797,000 | +4.2% | 71,430 | +2.2% | 0.00% | 0.0% |
| Q1 2020 | $1,724,000 | +13.1% | 69,893 | +14.5% | 0.00% | 0.0% |
| Q4 2019 | $1,524,000 | -0.1% | 61,032 | +0.1% | 0.00% | 0.0% |
| Q3 2019 | $1,525,000 | +0.3% | 60,989 | -0.1% | 0.00% | +100.0% |
| Q2 2019 | $1,521,000 | +10.6% | 61,054 | +9.7% | 0.00% | 0.0% |
| Q1 2019 | $1,375,000 | +6.6% | 55,665 | +5.0% | 0.00% | 0.0% |
| Q4 2018 | $1,290,000 | +16.8% | 52,998 | +17.0% | 0.00% | 0.0% |
| Q3 2018 | $1,104,000 | +60.7% | 45,312 | +60.6% | 0.00% | 0.0% |
| Q2 2018 | $687,000 | +121.6% | 28,215 | +122.3% | 0.00% | – |
| Q1 2018 | $310,000 | -1.6% | 12,690 | +0.1% | 0.00% | – |
| Q4 2017 | $315,000 | +266.3% | 12,682 | +271.1% | 0.00% | – |
| Q3 2017 | $86,000 | +72.0% | 3,417 | +70.5% | 0.00% | – |
| Q2 2017 | $50,000 | – | 2,004 | – | 0.00% | – |
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% |