ISHARES TR's ticker is IBDN and the CUSIP is 46434VBA7. A total of 174 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $539,000 | +5.1% | 21,536 | +5.0% | 0.16% | +7.3% |
| Q2 2022 | $513,000 | +12.5% | 20,503 | +12.7% | 0.15% | +13.5% |
| Q1 2022 | $456,000 | +92.4% | 18,192 | +93.2% | 0.13% | +72.7% |
| Q4 2021 | $237,000 | +5.3% | 9,414 | +5.9% | 0.08% | -43.8% |
| Q3 2021 | $225,000 | +8.2% | 8,891 | +8.3% | 0.14% | -4.2% |
| Q2 2021 | $208,000 | -52.0% | 8,206 | -51.7% | 0.14% | -56.5% |
| Q1 2021 | $433,000 | +150.3% | 16,996 | +151.7% | 0.33% | +145.5% |
| Q4 2020 | $173,000 | -33.7% | 6,752 | -33.8% | 0.13% | -38.0% |
| Q3 2020 | $261,000 | +11.1% | 10,194 | +11.6% | 0.22% | +10.2% |
| Q2 2020 | $235,000 | +115.6% | 9,138 | +106.9% | 0.20% | +73.5% |
| Q1 2020 | $109,000 | +55.7% | 4,417 | +58.9% | 0.11% | -21.0% |
| Q4 2019 | $70,000 | +4.5% | 2,779 | +4.5% | 0.14% | -1.4% |
| Q3 2019 | $67,000 | +19.6% | 2,659 | +19.2% | 0.14% | +6.6% |
| Q2 2019 | $56,000 | +14.3% | 2,231 | +12.4% | 0.14% | -41.9% |
| Q1 2019 | $49,000 | – | 1,984 | – | 0.23% | – |
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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% |