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 | $56,000 | -34.1% | 2,250 | -34.8% | 0.00% | -50.0% |
| Q2 2021 | $85,000 | -87.3% | 3,450 | -87.2% | 0.00% | -88.9% |
| Q1 2021 | $669,000 | -38.2% | 26,930 | -38.0% | 0.02% | -40.0% |
| Q4 2020 | $1,082,000 | -0.6% | 43,450 | 0.0% | 0.03% | -11.8% |
| Q3 2020 | $1,088,000 | -0.5% | 43,450 | 0.0% | 0.03% | -8.1% |
| Q2 2020 | $1,093,000 | +32.5% | 43,450 | +29.9% | 0.04% | +15.6% |
| Q1 2020 | $825,000 | +41.0% | 33,450 | +42.6% | 0.03% | +68.4% |
| Q4 2019 | $585,000 | -0.2% | 23,450 | 0.0% | 0.02% | -9.5% |
| Q3 2019 | $586,000 | +0.2% | 23,450 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $585,000 | +0.9% | 23,450 | 0.0% | 0.02% | -4.5% |
| Q1 2019 | $580,000 | +19.1% | 23,450 | +17.2% | 0.02% | 0.0% |
| Q3 2018 | $487,000 | – | 20,000 | – | 0.02% | – |
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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% |