ISHARES TR's ticker is IBDM and the CUSIP is 46434VBK5. A total of 192 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $1,267,000 | -4.7% | 51,244 | -4.5% | 0.25% | -6.0% |
| Q2 2021 | $1,330,000 | -0.2% | 53,654 | 0.0% | 0.26% | -7.3% |
| Q1 2021 | $1,333,000 | -0.3% | 53,654 | 0.0% | 0.29% | -8.3% |
| Q4 2020 | $1,337,000 | -0.5% | 53,654 | 0.0% | 0.31% | -16.1% |
| Q3 2020 | $1,344,000 | -0.4% | 53,654 | 0.0% | 0.37% | -8.1% |
| Q2 2020 | $1,349,000 | +2.0% | 53,654 | 0.0% | 0.40% | -10.8% |
| Q1 2020 | $1,323,000 | +20.1% | 53,654 | +21.5% | 0.45% | +72.6% |
| Q4 2019 | $1,102,000 | -8.6% | 44,161 | -8.5% | 0.26% | -11.4% |
| Q3 2019 | $1,206,000 | +0.2% | 48,249 | +0.0% | 0.30% | -3.3% |
| Q2 2019 | $1,203,000 | +16.5% | 48,242 | +15.4% | 0.31% | +19.0% |
| Q1 2019 | $1,033,000 | +139.1% | 41,794 | +135.5% | 0.26% | +104.8% |
| Q4 2018 | $432,000 | – | 17,748 | – | 0.13% | – |
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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% |