ISHARES TR's ticker is IBDN and the CUSIP is 46434VBA7. A total of 190 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $6,643,000 | -0.1% | 265,413 | -0.2% | 0.04% | -9.3% |
| Q2 2022 | $6,650,000 | +145.9% | 265,894 | +146.3% | 0.04% | +138.9% |
| Q1 2022 | $2,704,000 | -41.1% | 107,969 | -40.9% | 0.02% | -41.9% |
| Q4 2021 | $4,590,000 | +107.1% | 182,563 | +108.6% | 0.03% | +72.2% |
| Q3 2021 | $2,216,000 | +49.5% | 87,538 | +50.0% | 0.02% | +28.6% |
| Q2 2021 | $1,482,000 | -9.8% | 58,356 | -9.6% | 0.01% | -22.2% |
| Q1 2021 | $1,643,000 | -36.2% | 64,543 | -35.9% | 0.02% | -47.1% |
| Q4 2020 | $2,576,000 | +104.1% | 100,752 | +104.5% | 0.03% | +61.9% |
| Q3 2020 | $1,262,000 | +17.2% | 49,262 | +17.5% | 0.02% | +16.7% |
| Q2 2020 | $1,077,000 | +96.5% | 41,917 | +89.5% | 0.02% | +50.0% |
| Q1 2020 | $548,000 | +508.9% | 22,120 | +519.6% | 0.01% | +300.0% |
| Q3 2019 | $90,000 | – | 3,570 | – | 0.00% | – |
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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% |