ISHARES TR's ticker is IBDN and the CUSIP is 46434VBA7. A total of 1 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $375,000 | +38.9% | 15,000 | +38.9% | 0.00% | 0.0% |
| Q1 2022 | $270,000 | +25.0% | 10,800 | +27.1% | 0.00% | 0.0% |
| Q1 2021 | $216,000 | -17.9% | 8,498 | -17.5% | 0.00% | 0.0% |
| Q4 2020 | $263,000 | +16.9% | 10,297 | +17.3% | 0.00% | 0.0% |
| Q3 2020 | $225,000 | +3.2% | 8,778 | +3.3% | 0.00% | 0.0% |
| Q2 2020 | $218,000 | -7.2% | 8,498 | -10.5% | 0.00% | 0.0% |
| Q1 2020 | $235,000 | -2.1% | 9,498 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $240,000 | 0.0% | 9,498 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $240,000 | -73.3% | 9,498 | -73.4% | 0.00% | -66.7% |
| Q2 2019 | $900,000 | +4.7% | 35,655 | +3.3% | 0.00% | -40.0% |
| Q1 2019 | $860,000 | -1.9% | 34,511 | -4.9% | 0.01% | -16.7% |
| Q4 2018 | $877,000 | -59.0% | 36,304 | -58.8% | 0.01% | -53.8% |
| Q3 2018 | $2,137,000 | +52.8% | 88,125 | +53.3% | 0.01% | +44.4% |
| Q2 2018 | $1,399,000 | +0.6% | 57,490 | +1.3% | 0.01% | -10.0% |
| Q1 2018 | $1,391,000 | -2.4% | 56,752 | -0.5% | 0.01% | 0.0% |
| Q4 2017 | $1,425,000 | -1.1% | 57,048 | 0.0% | 0.01% | -9.1% |
| Q3 2017 | $1,441,000 | +8.0% | 57,048 | +7.6% | 0.01% | +10.0% |
| Q2 2017 | $1,334,000 | 0.0% | 53,019 | -1.0% | 0.01% | -9.1% |
| Q1 2017 | $1,334,000 | -0.3% | 53,555 | -0.8% | 0.01% | -8.3% |
| Q4 2016 | $1,338,000 | -3.9% | 53,971 | -0.7% | 0.01% | 0.0% |
| Q3 2016 | $1,392,000 | – | 54,367 | – | 0.01% | – |
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% |