ISHARES TR's ticker is IBDN and the CUSIP is 46434VBA7. A total of 148 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $3,378,000 | +312.5% | 134,964 | +314.5% | 0.11% | +211.8% |
| Q4 2021 | $819,000 | +184.4% | 32,562 | +186.2% | 0.03% | +183.3% |
| Q3 2021 | $288,000 | -21.5% | 11,378 | -21.3% | 0.01% | 0.0% |
| Q2 2021 | $367,000 | +9.6% | 14,459 | +7.1% | 0.01% | -57.1% |
| Q1 2020 | $335,000 | -27.2% | 13,500 | -25.7% | 0.03% | -20.0% |
| Q4 2019 | $460,000 | -87.9% | 18,174 | -87.9% | 0.04% | -92.6% |
| Q3 2019 | $3,799,000 | +241.3% | 150,034 | +235.8% | 0.47% | +154.3% |
| Q1 2019 | $1,113,000 | +34.7% | 44,685 | +30.7% | 0.19% | +121.4% |
| Q4 2018 | $826,000 | +130.7% | 34,176 | +132.2% | 0.08% | +35.5% |
| Q3 2018 | $358,000 | -8.4% | 14,720 | -8.3% | 0.06% | +44.2% |
| Q2 2018 | $391,000 | – | 16,055 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Paradigm, Strategies in Wealth Management, LLC | 506,535 | $12,825,000 | 12.11% |
| PFG Private Wealth Management, LLC | 288,610 | $7,308,000 | 4.28% |
| NovaPoint Capital, LLC | 352,708 | $8,931,000 | 3.58% |
| Aptus Capital Advisors, LLC | 5,436,140 | $137,643,000 | 3.55% |
| Tillar-Wenstrup Advisors, LLC | 293,406 | $7,429,000 | 3.44% |
| BerganKDV Wealth Management, LLC | 1,016,473 | $25,737,000 | 2.92% |
| Madden Advisory Services, Inc. | 158,568 | $4,015,000 | 2.87% |
| RVW Wealth, LLC | 852,825 | $22,000,000 | 2.64% |
| Cribstone Capital Management, LLC | 171,790 | $4,350,000 | 2.59% |
| SONATA CAPITAL GROUP INC | 219,509 | $5,558,000 | 2.49% |