ISHARES TR's ticker is IBDN and the CUSIP is 46434VBA7. A total of 129 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
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 | 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% |