ISHARES TR's ticker is IBDN and the CUSIP is 46434VBA7. A total of 217 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $53,000 | +1.9% | 2,098 | +1.0% | 0.01% | +16.7% |
| Q4 2021 | $52,000 | 0.0% | 2,078 | +0.7% | 0.01% | 0.0% |
| Q3 2021 | $52,000 | 0.0% | 2,064 | +0.4% | 0.01% | 0.0% |
| Q2 2021 | $52,000 | 0.0% | 2,055 | +0.4% | 0.01% | -14.3% |
| Q1 2021 | $52,000 | 0.0% | 2,047 | +0.3% | 0.01% | 0.0% |
| Q4 2020 | $52,000 | 0.0% | 2,040 | +0.7% | 0.01% | -12.5% |
| Q3 2020 | $52,000 | 0.0% | 2,026 | +0.5% | 0.01% | -11.1% |
| Q2 2020 | $52,000 | +4.0% | 2,015 | +0.6% | 0.01% | 0.0% |
| Q1 2020 | $50,000 | 0.0% | 2,002 | +0.5% | 0.01% | +12.5% |
| Q4 2019 | $50,000 | 0.0% | 1,993 | +1.0% | 0.01% | -11.1% |
| Q3 2019 | $50,000 | – | 1,974 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Paradigm, Strategies in Wealth Management, LLC | 492,025 | $12,497,000 | 11.24% |
| BerganKDV Wealth Management, LLC | 1,570,311 | $39,886,000 | 4.73% |
| PFG Private Wealth Management, LLC | 269,929 | $6,856,000 | 4.44% |
| NovaPoint Capital, LLC | 361,774 | $9,189,000 | 3.80% |
| Aptus Capital Advisors, LLC | 4,523,245 | $114,890,000 | 3.36% |
| Tillar-Wenstrup Advisors, LLC | 279,989 | $7,112,000 | 3.24% |
| RVW Wealth, LLC | 819,348 | $21,000,000 | 2.62% |
| Cribstone Capital Management, LLC | 161,640 | $4,106,000 | 2.49% |
| SONATA CAPITAL GROUP INC | 204,978 | $5,206,000 | 2.37% |
| MV CAPITAL MANAGEMENT, INC. | 528,240 | $13,417,000 | 2.28% |