ISHARES TR's ticker is IBDN and the CUSIP is 46434VBA7. A total of 210 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $987,000 | -49.1% | 39,443 | -49.2% | 0.13% | -47.9% |
| Q2 2022 | $1,941,000 | -7.1% | 77,621 | -7.0% | 0.26% | +9.4% |
| Q1 2022 | $2,089,000 | +141.2% | 83,428 | +142.2% | 0.24% | +161.1% |
| Q4 2021 | $866,000 | +99.1% | 34,441 | +100.5% | 0.09% | +87.5% |
| Q3 2021 | $435,000 | +29.1% | 17,181 | +29.4% | 0.05% | +26.3% |
| Q2 2021 | $337,000 | +27.2% | 13,281 | +27.4% | 0.04% | +11.8% |
| Q1 2021 | $265,000 | -43.3% | 10,421 | -42.7% | 0.03% | -60.5% |
| Q2 2020 | $467,000 | +21.9% | 18,191 | +17.8% | 0.09% | -6.5% |
| Q1 2020 | $383,000 | +32.1% | 15,445 | +34.5% | 0.09% | +70.4% |
| Q4 2019 | $290,000 | -63.9% | 11,485 | -63.8% | 0.05% | -64.5% |
| Q3 2019 | $803,000 | -1.0% | 31,720 | -1.4% | 0.15% | -11.6% |
| Q2 2019 | $811,000 | +0.9% | 32,162 | -0.3% | 0.17% | +0.6% |
| Q1 2019 | $804,000 | +1.8% | 32,271 | -1.2% | 0.17% | -12.8% |
| Q4 2018 | $790,000 | +1.7% | 32,671 | +2.3% | 0.20% | +20.2% |
| Q3 2018 | $777,000 | -8.8% | 31,935 | -8.7% | 0.16% | -9.4% |
| Q2 2018 | $852,000 | -40.1% | 34,989 | -39.7% | 0.18% | -27.7% |
| Q1 2018 | $1,422,000 | – | 58,013 | – | 0.25% | – |
Download | ||||||
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% |