ISHARES TR's ticker is IBDN and the CUSIP is 46434VBA7. A total of 129 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $576,000 | +4.9% | 23,011 | +4.8% | 0.15% | +7.2% |
| Q2 2022 | $549,000 | -0.2% | 21,951 | 0.0% | 0.14% | +20.9% |
| Q1 2022 | $550,000 | +3.8% | 21,951 | +4.2% | 0.12% | +6.5% |
| Q4 2021 | $530,000 | -0.7% | 21,076 | -0.1% | 0.11% | -6.1% |
| Q3 2021 | $534,000 | +1.1% | 21,101 | +1.5% | 0.12% | -0.9% |
| Q2 2021 | $528,000 | +1.1% | 20,791 | +1.3% | 0.12% | -7.9% |
| Q1 2021 | $522,000 | +5.9% | 20,518 | +6.5% | 0.13% | -0.8% |
| Q4 2020 | $493,000 | +5.3% | 19,273 | +5.6% | 0.13% | -5.2% |
| Q3 2020 | $468,000 | -0.8% | 18,248 | -0.8% | 0.13% | -7.6% |
| Q2 2020 | $472,000 | +3.5% | 18,388 | 0.0% | 0.14% | -16.2% |
| Q1 2020 | $456,000 | -1.9% | 18,388 | 0.0% | 0.17% | +21.0% |
| Q4 2019 | $465,000 | +0.6% | 18,388 | +0.8% | 0.14% | -8.9% |
| Q3 2019 | $462,000 | +0.4% | 18,240 | 0.0% | 0.16% | +4.7% |
| Q2 2019 | $460,000 | +4.5% | 18,240 | +3.2% | 0.15% | +0.7% |
| Q1 2019 | $440,000 | +31.7% | 17,680 | +28.1% | 0.15% | +17.3% |
| Q4 2018 | $334,000 | – | 13,800 | – | 0.13% | – |
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% |