ISHARES TR's ticker is IBDN and the CUSIP is 46434VBA7. A total of 49 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2019 | $1,231,000 | +5.8% | 48,685 | +6.0% | 0.01% | 0.0% |
Q3 2019 | $1,163,000 | +11.5% | 45,944 | +12.2% | 0.01% | 0.0% |
Q2 2019 | $1,043,000 | +12.5% | 40,955 | +9.9% | 0.01% | +14.3% |
Q1 2019 | $927,000 | +325.2% | 37,249 | +313.1% | 0.01% | +250.0% |
Q4 2018 | $218,000 | +2.3% | 9,018 | +3.0% | 0.00% | 0.0% |
Q3 2018 | $213,000 | -1.4% | 8,759 | -0.6% | 0.00% | 0.0% |
Q2 2018 | $216,000 | 0.0% | 8,809 | 0.0% | 0.00% | 0.0% |
Q1 2018 | $216,000 | -23.4% | 8,809 | -21.9% | 0.00% | -33.3% |
Q4 2017 | $282,000 | +14.2% | 11,275 | +15.5% | 0.00% | 0.0% |
Q3 2017 | $247,000 | +7.4% | 9,766 | +6.7% | 0.00% | 0.0% |
Q2 2017 | $230,000 | +29.9% | 9,150 | +28.6% | 0.00% | +50.0% |
Q1 2017 | $177,000 | +124.1% | 7,116 | +124.1% | 0.00% | +100.0% |
Q4 2016 | $79,000 | -2.5% | 3,176 | 0.0% | 0.00% | 0.0% |
Q3 2016 | $81,000 | +28.6% | 3,176 | +28.5% | 0.00% | 0.0% |
Q2 2016 | $63,000 | +16.7% | 2,472 | +15.6% | 0.00% | 0.0% |
Q1 2016 | $54,000 | – | 2,138 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Paradigm, Strategies in Wealth Management, LLC | 517,487 | $13,010,000 | 13.18% |
Aptus Capital Advisors, LLC | 5,715,149 | $143,679,000 | 4.31% |
Tillar-Wenstrup Advisors, LLC | 285,258 | $7,171,000 | 3.38% |
NovaPoint Capital, LLC | 343,299 | $8,631,000 | 3.09% |
Madden Advisory Services, Inc. | 178,958 | $4,499,000 | 2.95% |
Cribstone Capital Management, LLC | 202,623 | $5,094,000 | 2.83% |
BerganKDV Wealth Management, LLC | 1,057,795 | $26,593,000 | 2.78% |
PFG Private Wealth Management, LLC | 200,215 | $5,033,000 | 2.60% |
RVW Wealth, LLC | 828,291 | $20,823,000 | 2.33% |
SONATA CAPITAL GROUP INC | 214,241 | $5,386,000 | 2.26% |