ISHARES TR's ticker is IBDN and the CUSIP is 46434VBA7. A total of 218 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $457,000 | -8.6% | 18,248 | -8.8% | 0.23% | -8.8% |
| Q2 2022 | $500,000 | -93.0% | 19,998 | -93.0% | 0.25% | -92.6% |
| Q4 2021 | $7,171,000 | -3.5% | 285,258 | -2.8% | 3.38% | -1.7% |
| Q3 2021 | $7,429,000 | +4.5% | 293,406 | +4.8% | 3.44% | +6.1% |
| Q2 2021 | $7,112,000 | +1.6% | 279,989 | +1.9% | 3.24% | -5.1% |
| Q1 2021 | $6,998,000 | +8.3% | 274,875 | +8.7% | 3.41% | +2.0% |
| Q4 2020 | $6,464,000 | +213.5% | 252,808 | +214.2% | 3.35% | +179.9% |
| Q3 2020 | $2,062,000 | -75.9% | 80,468 | -76.2% | 1.20% | -75.0% |
| Q4 2019 | $8,554,000 | +17.9% | 338,249 | +18.0% | 4.78% | +13.6% |
| Q3 2019 | $7,256,000 | -0.6% | 286,574 | -1.0% | 4.20% | +2.3% |
| Q2 2019 | $7,300,000 | -0.5% | 289,350 | -1.7% | 4.11% | -2.4% |
| Q1 2019 | $7,333,000 | +11.7% | 294,395 | +8.4% | 4.22% | -2.5% |
| Q4 2018 | $6,562,000 | -5.9% | 271,502 | -5.2% | 4.32% | +14.0% |
| Q3 2018 | $6,971,000 | -13.5% | 286,507 | -13.5% | 3.79% | -15.4% |
| Q2 2018 | $8,061,000 | +1.4% | 331,188 | +2.2% | 4.48% | -3.2% |
| Q1 2018 | $7,946,000 | – | 324,206 | – | 4.63% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Paradigm, Strategies in Wealth Management, LLC | 517,487 | $13,010,000 | 13.18% |
| Aptus Capital Advisors, LLC | 5,715,149 | $143,679,000 | 4.31% |
| Tillar-Wenstrup Advisors, LLC | 285,258 | $7,171,000 | 3.38% |
| NovaPoint Capital, LLC | 343,299 | $8,631,000 | 3.09% |
| Madden Advisory Services, Inc. | 178,958 | $4,499,000 | 2.95% |
| Cribstone Capital Management, LLC | 202,623 | $5,094,000 | 2.83% |
| BerganKDV Wealth Management, LLC | 1,057,795 | $26,593,000 | 2.78% |
| PFG Private Wealth Management, LLC | 200,215 | $5,033,000 | 2.60% |
| RVW Wealth, LLC | 828,291 | $20,823,000 | 2.33% |
| SONATA CAPITAL GROUP INC | 214,241 | $5,386,000 | 2.26% |