ISHARES TR's ticker is IBDN and the CUSIP is 46434VBA7. A total of 176 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $86,000 | 0.0% | 3,415 | 0.0% | 0.03% | -3.6% |
| Q2 2021 | $86,000 | -44.9% | 3,415 | -44.5% | 0.03% | -53.3% |
| Q1 2021 | $156,000 | -74.4% | 6,150 | -74.2% | 0.06% | -77.8% |
| Q4 2020 | $609,000 | -27.3% | 23,842 | -27.1% | 0.27% | -41.4% |
| Q3 2020 | $838,000 | -14.9% | 32,712 | -14.8% | 0.46% | -25.4% |
| Q2 2020 | $985,000 | +2.2% | 38,382 | -1.3% | 0.62% | -12.1% |
| Q1 2020 | $964,000 | -1.2% | 38,892 | +0.7% | 0.70% | +20.0% |
| Q4 2019 | $976,000 | -14.8% | 38,617 | -14.7% | 0.59% | -20.1% |
| Q3 2019 | $1,146,000 | -8.8% | 45,297 | -9.1% | 0.73% | -9.5% |
| Q2 2019 | $1,257,000 | +3.0% | 49,846 | +1.7% | 0.81% | -1.6% |
| Q1 2019 | $1,220,000 | -3.9% | 49,002 | -6.8% | 0.82% | -16.8% |
| Q4 2018 | $1,270,000 | -4.0% | 52,575 | -3.3% | 0.99% | +15.9% |
| Q3 2018 | $1,323,000 | -17.6% | 54,385 | -17.5% | 0.85% | -18.4% |
| Q2 2018 | $1,605,000 | +7.9% | 65,947 | +8.6% | 1.04% | +11.2% |
| Q1 2018 | $1,488,000 | +26.5% | 60,719 | +28.9% | 0.94% | +28.1% |
| Q4 2017 | $1,176,000 | +6.2% | 47,091 | +7.4% | 0.73% | -1.6% |
| Q3 2017 | $1,107,000 | 0.0% | 43,828 | -0.4% | 0.75% | +75.5% |
| Q2 2017 | $1,107,000 | – | 44,010 | – | 0.42% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Paradigm, Strategies in Wealth Management, LLC | 517,487 | $13,010,000 | 13.18% |
| Aptus Capital Advisors, LLC | 5,715,149 | $143,679,000 | 4.31% |
| Tillar-Wenstrup Advisors, LLC | 285,258 | $7,171,000 | 3.38% |
| NovaPoint Capital, LLC | 343,299 | $8,631,000 | 3.09% |
| Madden Advisory Services, Inc. | 178,958 | $4,499,000 | 2.95% |
| Cribstone Capital Management, LLC | 202,623 | $5,094,000 | 2.83% |
| BerganKDV Wealth Management, LLC | 1,057,795 | $26,593,000 | 2.78% |
| PFG Private Wealth Management, LLC | 200,215 | $5,033,000 | 2.60% |
| RVW Wealth, LLC | 828,291 | $20,823,000 | 2.33% |
| SONATA CAPITAL GROUP INC | 214,241 | $5,386,000 | 2.26% |