ISHARES TR's ticker is IBDN and the CUSIP is 46434VBA7. A total of 210 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $596,000 | -20.8% | 23,800 | -20.9% | 0.14% | -14.3% |
| Q2 2022 | $753,000 | -0.1% | 30,100 | 0.0% | 0.17% | +17.5% |
| Q1 2022 | $754,000 | +3.0% | 30,100 | +3.4% | 0.14% | +17.2% |
| Q4 2021 | $732,000 | -0.5% | 29,100 | 0.0% | 0.12% | -10.3% |
| Q3 2021 | $736,000 | -0.4% | 29,100 | 0.0% | 0.14% | -2.2% |
| Q2 2021 | $739,000 | +37.6% | 29,100 | +38.1% | 0.14% | +28.7% |
| Q1 2021 | $537,000 | – | 21,075 | – | 0.11% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Paradigm, Strategies in Wealth Management, LLC | 506,535 | $12,825,000 | 12.11% |
| PFG Private Wealth Management, LLC | 288,610 | $7,308,000 | 4.28% |
| NovaPoint Capital, LLC | 352,708 | $8,931,000 | 3.58% |
| Aptus Capital Advisors, LLC | 5,436,140 | $137,643,000 | 3.55% |
| Tillar-Wenstrup Advisors, LLC | 293,406 | $7,429,000 | 3.44% |
| BerganKDV Wealth Management, LLC | 1,016,473 | $25,737,000 | 2.92% |
| Madden Advisory Services, Inc. | 158,568 | $4,015,000 | 2.87% |
| RVW Wealth, LLC | 852,825 | $22,000,000 | 2.64% |
| Cribstone Capital Management, LLC | 171,790 | $4,350,000 | 2.59% |
| SONATA CAPITAL GROUP INC | 219,509 | $5,558,000 | 2.49% |