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 | $1,849,000 | -0.6% | 73,852 | -0.7% | 0.55% | +3.0% |
| Q2 2022 | $1,860,000 | -2.8% | 74,351 | -2.7% | 0.54% | +17.0% |
| Q1 2022 | $1,914,000 | +11.3% | 76,399 | +11.7% | 0.46% | +12.2% |
| Q4 2021 | $1,719,000 | +10.0% | 68,399 | +10.8% | 0.41% | +1.0% |
| Q3 2021 | $1,563,000 | +0.4% | 61,716 | +0.8% | 0.41% | -0.2% |
| Q2 2021 | $1,556,000 | +4.7% | 61,239 | +4.9% | 0.41% | -2.9% |
| Q1 2021 | $1,486,000 | +7.4% | 58,391 | +7.9% | 0.42% | -1.4% |
| Q4 2020 | $1,384,000 | +4.4% | 54,098 | +4.5% | 0.42% | -7.0% |
| Q3 2020 | $1,326,000 | -0.2% | 51,748 | 0.0% | 0.46% | -14.6% |
| Q2 2020 | $1,328,000 | +7.7% | 51,748 | +4.0% | 0.54% | -5.0% |
| Q1 2020 | $1,233,000 | +78.4% | 49,748 | +113.3% | 0.56% | +113.3% |
| Q4 2019 | $691,000 | – | 23,320 | – | 0.26% | – |
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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% |