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 | $649,000 | -29.5% | 25,937 | -29.5% | 0.05% | -23.9% |
| Q2 2022 | $920,000 | +2.7% | 36,787 | +2.8% | 0.07% | +18.3% |
| Q1 2022 | $896,000 | +0.2% | 35,787 | +0.7% | 0.06% | +5.3% |
| Q4 2021 | $894,000 | +0.4% | 35,542 | +1.1% | 0.06% | -8.1% |
| Q3 2021 | $890,000 | +19.6% | 35,147 | +19.9% | 0.06% | +19.2% |
| Q2 2021 | $744,000 | +83.7% | 29,306 | +83.9% | 0.05% | +73.3% |
| Q1 2021 | $405,000 | +34.1% | 15,936 | +34.8% | 0.03% | +25.0% |
| Q4 2020 | $302,000 | – | 11,821 | – | 0.02% | – |
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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% |