ISHARES TR's ticker is IBDN and the CUSIP is 46434VBA7. A total of 171 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $0 | – | 0 | – | 0.00% | – |
| Q1 2021 | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
| Q4 2020 | $4,000 | 0.0% | 170 | 0.0% | 0.00% | – |
| Q3 2020 | $4,000 | -81.0% | 170 | -79.3% | 0.00% | -100.0% |
| Q2 2020 | $21,000 | +5.0% | 821 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $20,000 | +25.0% | 821 | +26.1% | 0.00% | +100.0% |
| Q4 2019 | $16,000 | 0.0% | 651 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $16,000 | -73.8% | 651 | -74.3% | 0.00% | -75.0% |
| Q4 2018 | $61,000 | -15.3% | 2,531 | -14.2% | 0.00% | +33.3% |
| Q3 2018 | $72,000 | 0.0% | 2,950 | +0.2% | 0.00% | 0.0% |
| Q2 2018 | $72,000 | +1.4% | 2,943 | +3.8% | 0.00% | 0.0% |
| Q1 2018 | $71,000 | 0.0% | 2,835 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $71,000 | 0.0% | 2,835 | +0.3% | 0.00% | 0.0% |
| Q3 2017 | $71,000 | 0.0% | 2,826 | +0.2% | 0.00% | 0.0% |
| Q2 2017 | $71,000 | +73.2% | 2,819 | +70.7% | 0.00% | +50.0% |
| Q1 2017 | $41,000 | +46.4% | 1,651 | +45.7% | 0.00% | +100.0% |
| Q4 2016 | $28,000 | -3.4% | 1,133 | 0.0% | 0.00% | -50.0% |
| Q3 2016 | $29,000 | +480.0% | 1,133 | +450.0% | 0.00% | – |
| Q2 2016 | $5,000 | 0.0% | 206 | 0.0% | 0.00% | – |
| Q4 2015 | $5,000 | – | 206 | – | 0.00% | – |
Download | ||||||
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% |