ISHARES TR's ticker is IBDN and the CUSIP is 46434VBA7. A total of 28 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $16,000 | -5.9% | 660 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $17,000 | 0.0% | 660 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $17,000 | +88.9% | 660 | +83.3% | 0.00% | – |
| Q1 2016 | $9,000 | 0.0% | 360 | 0.0% | 0.00% | – |
| Q4 2015 | $9,000 | 0.0% | 360 | 0.0% | 0.00% | -100.0% |
| Q3 2015 | $9,000 | 0.0% | 360 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $9,000 | – | 360 | – | 0.00% | – |
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% |