ISHARES TR's ticker is IBDN and the CUSIP is 46434VBA7. A total of 210 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $210,000 | +0.5% | 8,375 | 0.0% | 0.19% | +10.7% |
| Q2 2022 | $209,000 | -0.5% | 8,375 | 0.0% | 0.17% | +26.1% |
| Q1 2022 | $210,000 | -0.5% | 8,375 | 0.0% | 0.13% | +24.1% |
| Q4 2021 | $211,000 | -0.5% | 8,375 | 0.0% | 0.11% | -5.3% |
| Q3 2021 | $212,000 | -49.5% | 8,375 | -49.3% | 0.11% | -49.1% |
| Q2 2021 | $420,000 | -0.2% | 16,535 | 0.0% | 0.22% | -11.1% |
| Q1 2021 | $421,000 | -0.5% | 16,535 | 0.0% | 0.25% | -4.9% |
| Q4 2020 | $423,000 | +102.4% | 16,535 | +102.6% | 0.26% | +69.9% |
| Q3 2020 | $209,000 | -0.5% | 8,160 | 0.0% | 0.16% | -11.9% |
| Q2 2020 | $210,000 | -99.9% | 8,160 | 0.0% | 0.18% | -12.8% |
| Q1 2020 | $202,286,000 | +53133.2% | 8,160 | -47.7% | 0.20% | -35.6% |
| Q3 2018 | $380,000 | 0.0% | 15,600 | 0.0% | 0.32% | -5.4% |
| Q2 2018 | $380,000 | -0.5% | 15,600 | 0.0% | 0.33% | -6.7% |
| Q1 2018 | $382,000 | – | 15,600 | – | 0.36% | – |
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% |