ISHARES TR's ticker is IBDN and the CUSIP is 46434VBA7. A total of 216 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $3,342,000 | -0.2% | 133,500 | -0.3% | 1.74% | +6.5% |
Q2 2022 | $3,349,000 | -4.1% | 133,900 | -3.9% | 1.63% | +12.0% |
Q1 2022 | $3,491,000 | -2.1% | 139,400 | -1.8% | 1.46% | +2.0% |
Q4 2021 | $3,567,000 | -3.4% | 141,900 | -2.7% | 1.43% | -5.4% |
Q3 2021 | $3,694,000 | -1.7% | 145,900 | -1.4% | 1.51% | -2.5% |
Q2 2021 | $3,757,000 | +9.8% | 147,900 | +10.0% | 1.55% | -3.5% |
Q1 2021 | $3,422,000 | +27.6% | 134,400 | +28.1% | 1.61% | +20.9% |
Q4 2020 | $2,682,000 | +10.3% | 104,900 | +10.5% | 1.33% | -2.5% |
Q3 2020 | $2,432,000 | +54.7% | 94,900 | +55.1% | 1.36% | +37.7% |
Q2 2020 | $1,572,000 | +26.8% | 61,200 | +22.4% | 0.99% | -2.0% |
Q1 2020 | $1,240,000 | +21.9% | 50,000 | +24.4% | 1.01% | +63.7% |
Q4 2019 | $1,017,000 | +50.9% | 40,200 | +50.6% | 0.62% | +36.8% |
Q2 2019 | $674,000 | – | 26,700 | – | 0.45% | – |
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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% |