ISHARES TR's ticker is IBDN and the CUSIP is 46434VBA7. A total of 210 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $434,692,000 | +21.9% | 17,367 | +21.8% | 0.05% | +31.6% |
| Q2 2022 | $356,659,000 | +118391.4% | 14,261 | +18.7% | 0.04% | +40.7% |
| Q1 2022 | $301,000 | -93.5% | 12,011 | -93.5% | 0.03% | -92.0% |
| Q4 2021 | $4,625,000 | +80.9% | 183,980 | +82.2% | 0.34% | +73.8% |
| Q3 2021 | $2,557,000 | +2.7% | 100,976 | +3.0% | 0.20% | +5.4% |
| Q2 2021 | $2,489,000 | +3.1% | 98,007 | +3.4% | 0.18% | -1.1% |
| Q1 2021 | $2,413,000 | – | 94,780 | – | 0.19% | – |
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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% |