ISHARES TR's ticker is IBDN and the CUSIP is 46434VBA7. A total of 210 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $21,163,000 | -6.4% | 845,498 | -6.5% | 0.05% | -4.1% |
| Q2 2022 | $22,611,000 | -28.9% | 904,066 | -28.8% | 0.05% | -18.3% |
| Q1 2022 | $31,811,000 | +5.8% | 1,270,426 | +6.2% | 0.06% | +7.1% |
| Q4 2021 | $30,069,000 | +4.2% | 1,196,063 | +5.0% | 0.06% | -3.4% |
| Q3 2021 | $28,846,000 | +6.5% | 1,139,268 | +6.8% | 0.06% | +5.5% |
| Q2 2021 | $27,098,000 | +7.5% | 1,066,850 | +7.7% | 0.06% | -3.5% |
| Q1 2021 | $25,209,000 | +35.1% | 990,150 | +35.7% | 0.06% | +21.3% |
| Q4 2020 | $18,661,000 | +2.0% | 729,799 | +2.2% | 0.05% | -9.6% |
| Q3 2020 | $18,301,000 | +46.6% | 714,036 | +46.9% | 0.05% | +30.0% |
| Q2 2020 | $12,482,000 | +57.5% | 486,073 | +52.1% | 0.04% | +14.3% |
| Q1 2020 | $7,924,000 | +5.3% | 319,661 | +7.4% | 0.04% | +45.8% |
| Q4 2019 | $7,525,000 | +9.2% | 297,555 | +9.4% | 0.02% | -4.0% |
| Q3 2019 | $6,888,000 | -4.2% | 272,040 | -4.5% | 0.02% | -10.7% |
| Q2 2019 | $7,187,000 | +15.2% | 284,857 | +13.7% | 0.03% | +7.7% |
| Q1 2019 | $6,239,000 | +25.0% | 250,471 | +21.3% | 0.03% | 0.0% |
| Q4 2018 | $4,990,000 | +24.3% | 206,441 | +25.1% | 0.03% | +44.4% |
| Q3 2018 | $4,016,000 | +6.5% | 165,045 | +6.5% | 0.02% | -5.3% |
| Q2 2018 | $3,772,000 | +32.8% | 154,976 | +33.7% | 0.02% | +18.8% |
| Q1 2018 | $2,841,000 | +29.7% | 115,904 | +32.2% | 0.02% | +14.3% |
| Q4 2017 | $2,190,000 | +16.5% | 87,674 | +17.8% | 0.01% | +16.7% |
| Q3 2017 | $1,880,000 | +74.6% | 74,414 | +73.9% | 0.01% | +71.4% |
| Q2 2017 | $1,077,000 | +69.1% | 42,800 | +67.2% | 0.01% | +40.0% |
| Q1 2017 | $637,000 | +188.2% | 25,599 | +186.7% | 0.01% | +150.0% |
| Q4 2016 | $221,000 | – | 8,930 | – | 0.00% | – |
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% |