ISHARES TR's ticker is IBDN and the CUSIP is 46434VBA7. A total of 171 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $412,000 | -75.0% | 16,266 | -74.9% | 0.21% | -68.2% |
| Q2 2021 | $1,645,000 | -62.9% | 64,763 | -62.8% | 0.66% | -63.9% |
| Q1 2021 | $4,430,000 | +15.6% | 174,010 | +16.2% | 1.84% | -8.1% |
| Q4 2020 | $3,831,000 | +12.0% | 149,812 | +12.3% | 2.00% | -6.4% |
| Q3 2020 | $3,420,000 | +5.2% | 133,433 | +5.4% | 2.14% | +2.3% |
| Q2 2020 | $3,251,000 | -27.4% | 126,592 | -29.9% | 2.09% | -16.1% |
| Q1 2020 | $4,477,000 | +9.7% | 180,616 | +11.9% | 2.49% | +45.2% |
| Q4 2019 | $4,082,000 | +11.9% | 161,404 | +12.0% | 1.72% | -0.6% |
| Q3 2019 | $3,649,000 | -0.3% | 144,106 | -0.7% | 1.72% | +13.9% |
| Q2 2019 | $3,660,000 | -2.2% | 145,068 | -3.5% | 1.51% | -3.1% |
| Q1 2019 | $3,744,000 | +5.1% | 150,298 | +2.0% | 1.56% | -5.8% |
| Q4 2018 | $3,562,000 | -2.6% | 147,382 | -1.9% | 1.66% | +0.8% |
| Q3 2018 | $3,656,000 | +6.2% | 150,275 | +6.3% | 1.65% | +12.3% |
| Q2 2018 | $3,441,000 | +70.4% | 141,372 | +71.7% | 1.47% | +55.6% |
| Q1 2018 | $2,019,000 | +10.4% | 82,351 | +12.5% | 0.94% | +9.0% |
| Q4 2017 | $1,828,000 | +57.6% | 73,195 | +59.4% | 0.86% | +54.0% |
| Q3 2017 | $1,160,000 | +15.0% | 45,925 | +14.6% | 0.56% | +12.4% |
| Q2 2017 | $1,009,000 | -12.0% | 40,088 | -12.9% | 0.50% | -10.6% |
| Q1 2017 | $1,146,000 | +28.2% | 46,012 | +27.6% | 0.56% | +19.5% |
| Q4 2016 | $894,000 | – | 36,051 | – | 0.47% | – |
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% |