ISHARES TR's ticker is IBDN and the CUSIP is 46434VBA7. A total of 171 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $898,000 | -76.6% | 35,875 | -76.6% | 0.22% | -74.0% |
| Q2 2022 | $3,831,000 | +9.6% | 153,150 | +9.8% | 0.87% | +27.3% |
| Q1 2022 | $3,494,000 | +3.6% | 139,535 | +4.1% | 0.68% | +13.9% |
| Q4 2021 | $3,371,000 | +26.9% | 134,085 | +27.8% | 0.60% | +15.4% |
| Q3 2021 | $2,656,000 | -0.2% | 104,880 | +0.1% | 0.52% | +1.6% |
| Q2 2021 | $2,662,000 | +13.2% | 104,825 | +13.5% | 0.51% | +13.8% |
| Q1 2021 | $2,351,000 | +3.0% | 92,345 | +3.4% | 0.45% | +4.9% |
| Q4 2020 | $2,283,000 | +25.9% | 89,305 | +26.2% | 0.43% | +13.3% |
| Q3 2020 | $1,813,000 | -90.3% | 70,740 | -2.6% | 0.38% | -88.5% |
| Q2 2020 | $18,642,000 | +899.0% | 72,595 | -3.6% | 3.27% | +561.9% |
| Q1 2020 | $1,866,000 | -3.5% | 75,305 | -1.6% | 0.49% | +37.2% |
| Q4 2019 | $1,934,000 | +18.0% | 76,495 | +18.2% | 0.36% | +3.7% |
| Q3 2019 | $1,639,000 | +30.6% | 64,735 | +30.1% | 0.35% | +30.5% |
| Q2 2019 | $1,255,000 | +4.8% | 49,750 | +3.5% | 0.27% | +19.8% |
| Q1 2019 | $1,197,000 | +37.3% | 48,090 | +33.2% | 0.22% | +24.7% |
| Q4 2018 | $872,000 | – | 36,100 | – | 0.18% | – |
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% |