ISHARES TR's ticker is IBDN and the CUSIP is 46434VBA7. A total of 44 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $217,000 | -11.4% | 8,550 | -11.4% | 0.02% | -9.5% |
| Q2 2021 | $245,000 | -0.4% | 9,650 | 0.0% | 0.02% | -8.7% |
| Q1 2021 | $246,000 | 0.0% | 9,650 | 0.0% | 0.02% | -8.0% |
| Q4 2020 | $246,000 | +2.5% | 9,650 | +3.2% | 0.02% | -7.4% |
| Q3 2020 | $240,000 | +3.4% | 9,350 | 0.0% | 0.03% | -15.6% |
| Q1 2020 | $232,000 | -2.1% | 9,350 | -0.2% | 0.03% | +23.1% |
| Q4 2019 | $237,000 | 0.0% | 9,370 | 0.0% | 0.03% | -3.7% |
| Q3 2019 | $237,000 | -4.0% | 9,370 | -4.1% | 0.03% | -3.6% |
| Q2 2019 | $247,000 | -9.2% | 9,770 | -10.5% | 0.03% | -12.5% |
| Q1 2019 | $272,000 | -6.5% | 10,920 | -9.3% | 0.03% | -15.8% |
| Q4 2018 | $291,000 | -4.0% | 12,045 | -3.2% | 0.04% | +8.6% |
| Q3 2018 | $303,000 | 0.0% | 12,445 | 0.0% | 0.04% | -5.4% |
| Q2 2018 | $303,000 | +5.6% | 12,445 | +6.4% | 0.04% | +5.7% |
| Q1 2018 | $287,000 | +8.3% | 11,695 | +9.7% | 0.04% | -2.8% |
| Q1 2017 | $265,000 | +6.9% | 10,665 | +10.3% | 0.04% | +2.9% |
| Q3 2016 | $248,000 | +14.3% | 9,665 | +13.7% | 0.04% | +9.4% |
| Q2 2016 | $217,000 | – | 8,500 | – | 0.03% | – |
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% |