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 | $1,057,000 | +1.9% | 42,750 | +2.1% | 0.14% | +3.0% |
| Q2 2021 | $1,037,000 | -2.6% | 41,867 | -2.3% | 0.13% | -6.4% |
| Q1 2021 | $1,065,000 | +7.1% | 42,869 | +7.4% | 0.14% | -26.9% |
| Q4 2020 | $994,000 | +16.4% | 39,897 | +17.1% | 0.19% | +6.6% |
| Q3 2020 | $854,000 | +26.9% | 34,084 | +27.4% | 0.18% | +23.1% |
| Q2 2020 | $673,000 | +25.8% | 26,759 | +23.3% | 0.15% | +15.7% |
| Q1 2020 | $535,000 | +25.6% | 21,696 | +27.2% | 0.13% | +53.0% |
| Q4 2019 | $426,000 | – | 17,051 | – | 0.08% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Guidant Wealth Advisors | 173,933 | $4,319,000 | 2.27% |
| CAPITAL ADVISORS INC/OK | 1,354,314 | $33,601,000 | 2.20% |
| Day & Ennis, LLC | 92,570 | $2,297,000 | 2.18% |
| Trust Co | 179,942 | $4,464,000 | 2.03% |
| CORDA Investment Management, LLC. | 531,070 | $13,175,000 | 1.97% |
| Gateway Advisory, LLC | 206,330 | $5,152,000 | 1.65% |
| Hugh Johnson Advisors LLC | 82,691 | $2,052,000 | 0.67% |
| Patriot Financial Group Insurance Agency, LLC | 22,497 | $559,000 | 0.59% |
| Proficio Capital Partners LLC | 36,106 | $903,000 | 0.40% |
| Capital Investment Advisors, LLC | 196,681 | $4,880,000 | 0.37% |