ISHARES TR's ticker is IBDN and the CUSIP is 46434VBA7. A total of 209 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $263,000 | +0.4% | 10,490 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $262,000 | -0.4% | 10,490 | 0.0% | 0.03% | +22.2% |
| Q1 2022 | $263,000 | -1.1% | 10,490 | -0.9% | 0.03% | -3.6% |
| Q4 2021 | $266,000 | -12.8% | 10,590 | -12.0% | 0.03% | -22.2% |
| Q3 2021 | $305,000 | -9.2% | 12,040 | -8.9% | 0.04% | -10.0% |
| Q2 2021 | $336,000 | +5.0% | 13,220 | +5.3% | 0.04% | -4.8% |
| Q1 2021 | $320,000 | -9.3% | 12,560 | -8.9% | 0.04% | -17.6% |
| Q4 2020 | $353,000 | -2.2% | 13,790 | -2.1% | 0.05% | -13.6% |
| Q3 2020 | $361,000 | +5.2% | 14,091 | +5.5% | 0.06% | -6.3% |
| Q2 2020 | $343,000 | +66.5% | 13,356 | +60.8% | 0.06% | +37.0% |
| Q1 2020 | $206,000 | -1.9% | 8,306 | 0.0% | 0.05% | +31.4% |
| Q4 2019 | $210,000 | 0.0% | 8,306 | 0.0% | 0.04% | -14.6% |
| Q3 2019 | $210,000 | 0.0% | 8,306 | 0.0% | 0.04% | -4.7% |
| Q2 2019 | $210,000 | +1.4% | 8,306 | 0.0% | 0.04% | -2.3% |
| Q1 2019 | $207,000 | +3.0% | 8,306 | 0.0% | 0.04% | -13.7% |
| Q4 2018 | $201,000 | -0.5% | 8,306 | 0.0% | 0.05% | +15.9% |
| Q3 2018 | $202,000 | 0.0% | 8,306 | 0.0% | 0.04% | -8.3% |
| Q2 2018 | $202,000 | -1.0% | 8,306 | 0.0% | 0.05% | -5.9% |
| Q1 2018 | $204,000 | – | 8,306 | – | 0.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Aptus Capital Advisors, LLC | 3,404,125 | $87,043,000 | 3.99% |
| Tillar-Wenstrup Advisors, LLC | 252,808 | $6,464,000 | 3.35% |
| PFG Private Wealth Management, LLC | 165,915 | $4,242,000 | 3.25% |
| MV CAPITAL MANAGEMENT, INC. | 605,722 | $15,488,000 | 2.94% |
| RVW Wealth, LLC | 744,575 | $19,000,000 | 2.79% |
| AlphaMark Advisors, LLC | 280,119 | $7,163,000 | 2.74% |
| Day & Ennis, LLC | 251,194 | $6,423,000 | 2.55% |
| Cribstone Capital Management, LLC | 144,078 | $3,684,000 | 2.52% |
| Matthew Goff Investment Advisor, LLC | 286,673 | $7,330,000 | 2.18% |
| SONATA CAPITAL GROUP INC | 170,029 | $4,348,000 | 2.15% |