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 | ||||
---|---|---|---|---|---|---|
Q3 2022 | $2,185,000 | -0.1% | 87,299 | -0.2% | 0.03% | +7.4% |
Q2 2022 | $2,188,000 | -1.0% | 87,499 | -0.9% | 0.03% | +12.5% |
Q1 2022 | $2,211,000 | +0.4% | 88,299 | +0.8% | 0.02% | +4.3% |
Q4 2021 | $2,203,000 | +12.3% | 87,633 | +13.1% | 0.02% | 0.0% |
Q3 2021 | $1,962,000 | -3.9% | 77,501 | -3.6% | 0.02% | -4.2% |
Q2 2021 | $2,041,000 | -0.2% | 80,373 | 0.0% | 0.02% | -7.7% |
Q1 2021 | $2,046,000 | +1.9% | 80,373 | +2.4% | 0.03% | -16.1% |
Q4 2020 | $2,007,000 | +65.6% | 78,473 | +66.0% | 0.03% | +47.6% |
Q3 2020 | $1,212,000 | +44.3% | 47,273 | +44.5% | 0.02% | +31.2% |
Q2 2020 | $840,000 | +177.2% | 32,723 | +167.8% | 0.02% | +166.7% |
Q1 2020 | $303,000 | +6.7% | 12,220 | +8.6% | 0.01% | +20.0% |
Q4 2019 | $284,000 | +31.5% | 11,249 | +31.6% | 0.01% | +25.0% |
Q3 2019 | $216,000 | 0.0% | 8,550 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $216,000 | +2985.7% | 8,550 | +2750.0% | 0.00% | – |
Q2 2017 | $7,000 | -50.0% | 300 | -50.0% | 0.00% | – |
Q1 2017 | $14,000 | 0.0% | 600 | 0.0% | 0.00% | – |
Q4 2016 | $14,000 | – | 600 | – | 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% |