ISHARES TR's ticker is IBDN and the CUSIP is 46434VBA7. A total of 217 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $5,207,000 | -54.1% | 208,033 | -54.1% | 0.00% | -60.0% |
| Q2 2022 | $11,344,000 | +292.5% | 453,562 | +293.0% | 0.01% | +400.0% |
| Q1 2022 | $2,890,000 | -47.1% | 115,396 | -46.9% | 0.00% | -50.0% |
| Q4 2021 | $5,467,000 | -10.2% | 217,480 | -9.6% | 0.00% | 0.0% |
| Q3 2021 | $6,091,000 | +160.0% | 240,567 | +161.5% | 0.00% | +100.0% |
| Q1 2021 | $2,343,000 | +627.6% | 92,012 | +629.7% | 0.00% | – |
| Q4 2020 | $322,000 | -79.5% | 12,609 | -79.4% | 0.00% | -100.0% |
| Q3 2020 | $1,568,000 | -94.5% | 61,195 | -94.5% | 0.00% | -95.2% |
| Q2 2020 | $28,456,000 | +579.5% | 1,108,109 | +555.9% | 0.02% | +425.0% |
| Q1 2020 | $4,188,000 | +232.1% | 168,944 | +238.9% | 0.00% | +100.0% |
| Q4 2019 | $1,261,000 | -65.7% | 49,858 | -65.6% | 0.00% | -66.7% |
| Q3 2019 | $3,675,000 | +142.9% | 145,141 | +142.0% | 0.01% | +100.0% |
| Q2 2019 | $1,513,000 | -67.7% | 59,985 | -68.1% | 0.00% | -62.5% |
| Q1 2019 | $4,684,000 | -23.8% | 188,055 | -25.6% | 0.01% | -33.3% |
| Q3 2018 | $6,150,000 | +503.5% | 252,757 | +519.7% | 0.01% | +300.0% |
| Q4 2017 | $1,019,000 | -35.5% | 40,787 | -34.8% | 0.00% | -40.0% |
| Q3 2017 | $1,580,000 | -46.7% | 62,539 | -46.0% | 0.01% | -64.3% |
| Q3 2016 | $2,966,000 | -25.1% | 115,870 | -25.2% | 0.01% | -30.0% |
| Q2 2016 | $3,961,000 | +530.7% | 154,949 | +500.6% | 0.02% | +400.0% |
| Q4 2015 | $628,000 | – | 25,799 | – | 0.00% | – |
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% |