ISHARES TR's ticker is IBDN and the CUSIP is 46434VBA7. A total of 148 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $975,000 | -3.2% | 38,800 | -2.5% | 0.30% | -12.5% |
| Q3 2021 | $1,007,000 | -9.0% | 39,800 | -8.4% | 0.34% | -14.0% |
| Q1 2021 | $1,106,000 | -4.8% | 43,450 | -4.4% | 0.40% | -14.9% |
| Q4 2020 | $1,162,000 | -4.4% | 45,450 | -4.2% | 0.47% | -13.3% |
| Q3 2020 | $1,216,000 | +9.1% | 47,450 | +9.2% | 0.54% | -1.6% |
| Q2 2020 | $1,115,000 | +14.1% | 43,450 | +10.1% | 0.55% | -16.2% |
| Q1 2020 | $977,000 | -11.8% | 39,450 | -10.0% | 0.66% | +33.9% |
| Q4 2019 | $1,108,000 | -4.5% | 43,850 | -4.4% | 0.49% | -14.6% |
| Q3 2019 | $1,160,000 | -5.8% | 45,850 | -6.1% | 0.58% | -2.9% |
| Q2 2019 | $1,232,000 | +216.7% | 48,850 | +212.1% | 0.59% | +217.1% |
| Q1 2019 | $389,000 | – | 15,650 | – | 0.19% | – |
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% |