ISHARES TR's ticker is IBDN and the CUSIP is 46434VBA7. A total of 217 filers reported holding ISHARES TR in Q3 2022. 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% | – |
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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% |