ISHARES TR's ticker is IBDN and the CUSIP is 46434VBA7. A total of 36 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $851,000 | +194.5% | 34,158 | +193.0% | 0.02% | +242.9% |
| Q4 2016 | $289,000 | -72.9% | 11,657 | -72.1% | 0.01% | -72.0% |
| Q3 2016 | $1,068,000 | +107.0% | 41,722 | +106.9% | 0.02% | +127.3% |
| Q2 2016 | $516,000 | -49.6% | 20,167 | -50.6% | 0.01% | -62.1% |
| Q1 2016 | $1,023,000 | +166.4% | 40,860 | +159.1% | 0.03% | +314.3% |
| Q4 2015 | $384,000 | +87.3% | 15,767 | +88.2% | 0.01% | +133.3% |
| Q3 2015 | $205,000 | – | 8,377 | – | 0.00% | – |
Download | ||||||
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% |