ISHARES TR's ticker is IBDM and the CUSIP is 46434VBK5. A total of 194 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2021 | $251,000 | +24.3% | 10,095 | +25.5% | 0.01% | 0.0% |
Q3 2020 | $202,000 | 0.0% | 8,045 | 0.0% | 0.01% | 0.0% |
Q2 2020 | $202,000 | -21.7% | 8,045 | -23.1% | 0.01% | -42.9% |
Q1 2020 | $258,000 | -99.5% | 10,465 | -99.5% | 0.01% | -99.4% |
Q4 2019 | $52,726,000 | +32.6% | 2,112,437 | +32.4% | 2.28% | +16.2% |
Q3 2019 | $39,766,000 | 0.0% | 1,595,088 | 0.0% | 1.97% | 0.0% |
Q2 2019 | $39,766,000 | +644.4% | 1,595,088 | +638.1% | 1.97% | +244.3% |
Q1 2019 | $5,342,000 | -85.8% | 216,106 | -86.0% | 0.57% | -76.6% |
Q4 2018 | $37,624,000 | +13.2% | 1,544,495 | +13.2% | 2.44% | +23.6% |
Q3 2018 | $33,233,000 | -5.0% | 1,364,256 | -4.9% | 1.98% | -6.0% |
Q2 2018 | $34,967,000 | -3.3% | 1,434,848 | -2.9% | 2.10% | -3.0% |
Q1 2018 | $36,169,000 | -0.1% | 1,478,113 | +1.2% | 2.17% | +2.3% |
Q4 2017 | $36,207,000 | +2.3% | 1,459,968 | +3.3% | 2.12% | -2.2% |
Q3 2017 | $35,405,000 | +5.8% | 1,413,366 | +5.5% | 2.17% | +3.9% |
Q2 2017 | $33,477,000 | -0.4% | 1,339,605 | -1.1% | 2.09% | -5.1% |
Q1 2017 | $33,601,000 | +4.5% | 1,354,314 | +4.1% | 2.20% | -1.8% |
Q4 2016 | $32,139,000 | – | 1,301,168 | – | 2.24% | – |
Download |
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% |