ISHARES TR's ticker is IBDN and the CUSIP is 46434VBA7. A total of 174 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $5,326,000 | -0.1% | 212,766 | -0.2% | 2.94% | +6.0% |
| Q2 2022 | $5,334,000 | -0.1% | 213,266 | 0.0% | 2.77% | +17.5% |
| Q1 2022 | $5,340,000 | -0.9% | 213,266 | -0.5% | 2.36% | +4.5% |
| Q4 2021 | $5,386,000 | -3.1% | 214,241 | -2.4% | 2.26% | -9.4% |
| Q3 2021 | $5,558,000 | +6.8% | 219,509 | +7.1% | 2.49% | +5.2% |
| Q2 2021 | $5,206,000 | +18.4% | 204,978 | +18.7% | 2.37% | +12.2% |
| Q1 2021 | $4,398,000 | +1.1% | 172,734 | +1.6% | 2.11% | -1.8% |
| Q4 2020 | $4,348,000 | +13.2% | 170,029 | +13.5% | 2.15% | -4.1% |
| Q3 2020 | $3,841,000 | +8.7% | 149,860 | +8.9% | 2.24% | 0.0% |
| Q2 2020 | $3,533,000 | +10.6% | 137,562 | +6.7% | 2.24% | -6.8% |
| Q1 2020 | $3,195,000 | -0.4% | 128,897 | +1.6% | 2.40% | +24.2% |
| Q4 2019 | $3,207,000 | +20.5% | 126,812 | +20.6% | 1.94% | +7.3% |
| Q3 2019 | $2,662,000 | +77.1% | 105,147 | +76.5% | 1.80% | +73.3% |
| Q2 2019 | $1,503,000 | – | 59,587 | – | 1.04% | – |
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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% |