ISHARES TR's ticker is IBDN and the CUSIP is 46434VBA7. A total of 36 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $411,000 | +17.8% | 16,282 | +17.6% | 0.00% | 0.0% |
| Q2 2017 | $349,000 | +1.5% | 13,851 | +0.3% | 0.00% | 0.0% |
| Q1 2017 | $344,000 | +3.6% | 13,804 | +3.1% | 0.00% | 0.0% |
| Q4 2016 | $332,000 | -1.5% | 13,387 | +1.5% | 0.00% | -33.3% |
| Q3 2016 | $337,000 | +10.5% | 13,183 | +10.4% | 0.00% | 0.0% |
| Q2 2016 | $305,000 | – | 11,940 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Paradigm, Strategies in Wealth Management, LLC | 492,025 | $12,497,000 | 11.24% |
| BerganKDV Wealth Management, LLC | 1,570,311 | $39,886,000 | 4.73% |
| PFG Private Wealth Management, LLC | 269,929 | $6,856,000 | 4.44% |
| NovaPoint Capital, LLC | 361,774 | $9,189,000 | 3.80% |
| Aptus Capital Advisors, LLC | 4,523,245 | $114,890,000 | 3.36% |
| Tillar-Wenstrup Advisors, LLC | 279,989 | $7,112,000 | 3.24% |
| RVW Wealth, LLC | 819,348 | $21,000,000 | 2.62% |
| Cribstone Capital Management, LLC | 161,640 | $4,106,000 | 2.49% |
| SONATA CAPITAL GROUP INC | 204,978 | $5,206,000 | 2.37% |
| MV CAPITAL MANAGEMENT, INC. | 528,240 | $13,417,000 | 2.28% |