ISHARES TR's ticker is IBDN and the CUSIP is 46434VBA7. A total of 210 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $838,000 | -43.6% | 33,470 | -43.7% | 0.18% | -43.0% |
Q2 2022 | $1,487,000 | -0.1% | 59,470 | 0.0% | 0.32% | +10.3% |
Q1 2022 | $1,489,000 | -0.4% | 59,470 | 0.0% | 0.29% | -16.6% |
Q4 2021 | $1,495,000 | -0.7% | 59,470 | 0.0% | 0.35% | -9.6% |
Q3 2021 | $1,506,000 | -0.3% | 59,470 | 0.0% | 0.39% | -63.6% |
Q2 2021 | $1,511,000 | -0.2% | 59,470 | 0.0% | 1.06% | -2.8% |
Q1 2021 | $1,514,000 | +24.1% | 59,470 | +24.6% | 1.09% | +13.2% |
Q4 2020 | $1,220,000 | -0.2% | 47,725 | 0.0% | 0.96% | -6.3% |
Q3 2020 | $1,223,000 | +1305.7% | 47,725 | +1269.4% | 1.03% | +1917.6% |
Q1 2019 | $87,000 | +3.6% | 3,485 | 0.0% | 0.05% | +8.5% |
Q4 2018 | $84,000 | +8300.0% | 3,485 | +10790.6% | 0.05% | – |
Q2 2018 | $1,000 | 0.0% | 32 | 0.0% | 0.00% | – |
Q1 2018 | $1,000 | 0.0% | 32 | 0.0% | 0.00% | – |
Q4 2017 | $1,000 | -50.0% | 32 | -47.5% | 0.00% | -100.0% |
Q3 2017 | $2,000 | -100.0% | 61 | -100.0% | 0.00% | -99.9% |
Q2 2017 | $4,234,000 | -1.0% | 168,297 | -2.0% | 1.96% | +0.7% |
Q1 2017 | $4,278,000 | +21.4% | 171,789 | +20.8% | 1.94% | +8.5% |
Q4 2016 | $3,525,000 | -16.9% | 142,204 | -14.2% | 1.79% | -3.7% |
Q3 2016 | $4,244,000 | – | 165,768 | – | 1.86% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Paradigm, Strategies in Wealth Management, LLC | 492,025 | $12,497,000 | 11.24% |
BerganKDV Wealth Management, LLC | 1,570,311 | $39,886,000 | 4.73% |
PFG Private Wealth Management, LLC | 269,929 | $6,856,000 | 4.44% |
NovaPoint Capital, LLC | 361,774 | $9,189,000 | 3.80% |
Aptus Capital Advisors, LLC | 4,523,245 | $114,890,000 | 3.36% |
Tillar-Wenstrup Advisors, LLC | 279,989 | $7,112,000 | 3.24% |
RVW Wealth, LLC | 819,348 | $21,000,000 | 2.62% |
Cribstone Capital Management, LLC | 161,640 | $4,106,000 | 2.49% |
SONATA CAPITAL GROUP INC | 204,978 | $5,206,000 | 2.37% |
MV CAPITAL MANAGEMENT, INC. | 528,240 | $13,417,000 | 2.28% |