ISHARES TR's ticker is IBDM and the CUSIP is 46434VBK5. A total of 187 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $468,000 | -25.1% | 18,870 | -25.0% | 0.00% | – |
| Q1 2021 | $625,000 | +80.6% | 25,170 | +81.5% | 0.00% | – |
| Q4 2020 | $346,000 | -21.0% | 13,870 | -20.6% | 0.00% | – |
| Q3 2020 | $438,000 | +14.4% | 17,470 | +14.6% | 0.00% | – |
| Q2 2020 | $383,000 | -23.9% | 15,246 | -25.3% | 0.00% | – |
| Q1 2020 | $503,000 | +993.5% | 20,421 | +1008.0% | 0.00% | – |
| Q4 2019 | $46,000 | – | 1,843 | – | 0.00% | – |
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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% |