ISHARES TR's ticker is IBDN and the CUSIP is 46434VBA7. A total of 209 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $206,000 | -84.2% | 8,251 | -84.1% | 0.04% | -84.4% |
| Q4 2021 | $1,302,000 | -21.2% | 51,766 | -20.7% | 0.26% | -31.9% |
| Q3 2021 | $1,652,000 | -8.9% | 65,264 | -8.6% | 0.38% | -8.5% |
| Q2 2021 | $1,814,000 | -16.4% | 71,429 | -16.2% | 0.41% | -19.9% |
| Q1 2021 | $2,171,000 | -16.7% | 85,269 | -16.3% | 0.51% | -23.2% |
| Q4 2020 | $2,606,000 | -13.2% | 101,896 | -13.0% | 0.67% | -13.9% |
| Q3 2020 | $3,002,000 | +0.4% | 117,110 | +0.5% | 0.78% | -4.8% |
| Q2 2020 | $2,991,000 | – | 116,471 | – | 0.82% | – |
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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% |