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 | $379,000 | +7.1% | 15,156 | +7.2% | 0.01% | +8.3% |
| Q2 2022 | $354,000 | +44.5% | 14,140 | +44.5% | 0.01% | +71.4% |
| Q1 2022 | $245,000 | -0.4% | 9,784 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $246,000 | +77.0% | 9,784 | +78.4% | 0.01% | +75.0% |
| Q2 2021 | $139,000 | +265.8% | 5,484 | +269.5% | 0.00% | +100.0% |
| Q4 2020 | $38,000 | -50.0% | 1,484 | -49.7% | 0.00% | -50.0% |
| Q3 2020 | $76,000 | +40.7% | 2,950 | +34.7% | 0.00% | 0.0% |
| Q1 2020 | $54,000 | -1.8% | 2,190 | 0.0% | 0.00% | +33.3% |
| Q4 2019 | $55,000 | +450.0% | 2,190 | +447.5% | 0.00% | +200.0% |
| Q3 2019 | $10,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $10,000 | – | 400 | – | 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% |