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 | $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 | 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% |