ISHARES TR's ticker is IBDN and the CUSIP is 46434VBA7. A total of 3 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $290,000 | -2.4% | 11,595 | -2.4% | 0.07% | +4.5% |
| Q2 2022 | $297,000 | +19.3% | 11,876 | +19.5% | 0.07% | +42.6% |
| Q1 2022 | $249,000 | -0.4% | 9,936 | 0.0% | 0.05% | 0.0% |
| Q4 2021 | $250,000 | -0.8% | 9,936 | 0.0% | 0.05% | -9.6% |
| Q3 2021 | $252,000 | 0.0% | 9,936 | 0.0% | 0.05% | -8.8% |
| Q2 2021 | $252,000 | -0.4% | 9,936 | 0.0% | 0.06% | -6.6% |
| Q1 2021 | $253,000 | -0.4% | 9,936 | 0.0% | 0.06% | -7.6% |
| Q4 2020 | $254,000 | -0.4% | 9,936 | 0.0% | 0.07% | -12.0% |
| Q3 2020 | $255,000 | 0.0% | 9,936 | 0.0% | 0.08% | -1.3% |
| Q2 2020 | $255,000 | +3.7% | 9,936 | 0.0% | 0.08% | -5.0% |
| Q1 2020 | $246,000 | -2.0% | 9,936 | 0.0% | 0.08% | +14.3% |
| Q4 2019 | $251,000 | -0.4% | 9,936 | 0.0% | 0.07% | -5.4% |
| Q3 2019 | $252,000 | +0.4% | 9,936 | 0.0% | 0.07% | -5.1% |
| Q2 2019 | $251,000 | +1.2% | 9,936 | 0.0% | 0.08% | -8.2% |
| Q1 2019 | $248,000 | +3.3% | 9,936 | 0.0% | 0.08% | -7.6% |
| Q4 2018 | $240,000 | -0.8% | 9,936 | 0.0% | 0.09% | +4.5% |
| Q3 2018 | $242,000 | 0.0% | 9,936 | 0.0% | 0.09% | -4.3% |
| Q2 2018 | $242,000 | -0.8% | 9,936 | 0.0% | 0.09% | -3.2% |
| Q1 2018 | $244,000 | -1.6% | 9,936 | 0.0% | 0.10% | -5.9% |
| Q4 2017 | $248,000 | -1.2% | 9,936 | 0.0% | 0.10% | -9.0% |
| Q3 2017 | $251,000 | – | 9,936 | – | 0.11% | – |
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% |