ISHARES TR's ticker is IBDN and the CUSIP is 46434VBA7. A total of 204 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Aptus Capital Advisors, LLC | 3,404,125 | $87,043,000 | 3.99% |
| Tillar-Wenstrup Advisors, LLC | 252,808 | $6,464,000 | 3.35% |
| PFG Private Wealth Management, LLC | 165,915 | $4,242,000 | 3.25% |
| MV CAPITAL MANAGEMENT, INC. | 605,722 | $15,488,000 | 2.94% |
| RVW Wealth, LLC | 744,575 | $19,000,000 | 2.79% |
| AlphaMark Advisors, LLC | 280,119 | $7,163,000 | 2.74% |
| Day & Ennis, LLC | 251,194 | $6,423,000 | 2.55% |
| Cribstone Capital Management, LLC | 144,078 | $3,684,000 | 2.52% |
| Matthew Goff Investment Advisor, LLC | 286,673 | $7,330,000 | 2.18% |
| SONATA CAPITAL GROUP INC | 170,029 | $4,348,000 | 2.15% |