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 | $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 ↓ |
|---|---|---|---|
| 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% |