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 | $628,000 | -2.0% | 25,085 | -2.1% | 0.32% | +4.3% |
| Q2 2022 | $641,000 | -0.3% | 25,613 | -0.3% | 0.30% | +19.2% |
| Q1 2022 | $643,000 | -0.9% | 25,687 | -0.5% | 0.26% | +3.7% |
| Q4 2021 | $649,000 | +4.7% | 25,806 | +5.3% | 0.25% | -1.2% |
| Q3 2021 | $620,000 | +28.4% | 24,499 | +28.9% | 0.25% | +26.4% |
| Q2 2021 | $483,000 | +8.5% | 19,011 | +8.8% | 0.20% | +2.1% |
| Q1 2021 | $445,000 | +11.5% | 17,480 | +12.1% | 0.19% | +5.5% |
| Q4 2020 | $399,000 | +35.7% | 15,590 | +36.2% | 0.18% | +15.8% |
| Q3 2020 | $294,000 | +0.3% | 11,447 | 0.0% | 0.16% | 0.0% |
| Q2 2020 | $293,000 | +2.8% | 11,447 | -0.6% | 0.16% | -9.7% |
| Q1 2020 | $285,000 | +6.7% | 11,513 | +9.2% | 0.18% | +27.7% |
| Q4 2019 | $267,000 | – | 10,547 | – | 0.14% | – |
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% |