ISHARES TR's ticker is IBDN and the CUSIP is 46434VBA7. A total of 113 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $11,644,000 | -3.8% | 465,194 | -3.9% | 0.05% | -6.0% |
| Q2 2022 | $12,104,000 | +38.4% | 483,970 | +38.6% | 0.05% | +51.5% |
| Q1 2022 | $8,744,000 | +13.0% | 349,185 | +13.5% | 0.03% | 0.0% |
| Q4 2021 | $7,738,000 | +12.9% | 307,777 | +13.7% | 0.03% | -8.3% |
| Q3 2021 | $6,853,000 | -4.5% | 270,639 | -4.2% | 0.04% | -20.0% |
| Q2 2021 | $7,173,000 | -1.6% | 282,417 | -1.3% | 0.04% | -11.8% |
| Q1 2021 | $7,287,000 | +2.0% | 286,219 | +2.4% | 0.05% | -7.3% |
| Q4 2020 | $7,145,000 | +4.3% | 279,438 | +4.5% | 0.06% | -15.4% |
| Q3 2020 | $6,852,000 | -9.7% | 267,351 | -9.5% | 0.06% | -14.5% |
| Q2 2020 | $7,585,000 | +1.2% | 295,385 | -2.3% | 0.08% | -19.1% |
| Q1 2020 | $7,496,000 | +34.7% | 302,400 | +37.4% | 0.09% | +62.1% |
| Q4 2019 | $5,564,000 | +22.6% | 220,009 | +22.7% | 0.06% | +7.4% |
| Q3 2019 | $4,540,000 | +13.5% | 179,298 | +13.1% | 0.05% | +12.5% |
| Q2 2019 | $3,999,000 | +23.2% | 158,491 | +21.6% | 0.05% | +4.3% |
| Q1 2019 | $3,246,000 | +120.4% | 130,320 | +113.8% | 0.05% | +76.9% |
| Q4 2018 | $1,473,000 | -2.4% | 60,951 | -1.7% | 0.03% | -33.3% |
| Q3 2018 | $1,509,000 | +3.6% | 62,005 | +3.6% | 0.04% | -4.9% |
| Q2 2018 | $1,456,000 | +89.3% | 59,839 | +90.7% | 0.04% | +46.4% |
| Q1 2018 | $769,000 | +6.5% | 31,376 | +8.5% | 0.03% | 0.0% |
| Q4 2017 | $722,000 | -1.2% | 28,913 | 0.0% | 0.03% | -15.2% |
| Q3 2017 | $731,000 | +6.9% | 28,913 | +6.3% | 0.03% | +3.1% |
| Q2 2017 | $684,000 | -18.3% | 27,193 | -19.1% | 0.03% | -11.1% |
| Q1 2017 | $837,000 | +171.8% | 33,618 | +170.6% | 0.04% | +157.1% |
| Q4 2016 | $308,000 | +92.5% | 12,423 | +98.7% | 0.01% | +75.0% |
| Q3 2016 | $160,000 | – | 6,251 | – | 0.01% | – |
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% |