ISHARES TR's ticker is IBDN and the CUSIP is 46434VBA7. A total of 44 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $577,000 | -5.3% | 22,800 | -5.3% | 0.17% | -26.9% |
| Q3 2019 | $609,000 | +0.3% | 24,065 | 0.0% | 0.23% | +9.1% |
| Q2 2019 | $607,000 | -17.8% | 24,065 | -18.8% | 0.21% | -20.9% |
| Q1 2019 | $738,000 | -5.4% | 29,637 | -8.2% | 0.26% | -24.2% |
| Q4 2018 | $780,000 | +77.7% | 32,292 | +79.0% | 0.35% | +141.0% |
| Q3 2018 | $439,000 | 0.0% | 18,045 | 0.0% | 0.14% | -20.0% |
| Q2 2018 | $439,000 | +47.3% | 18,045 | +48.5% | 0.18% | +104.5% |
| Q1 2018 | $298,000 | +282.1% | 12,151 | +289.3% | 0.09% | +252.0% |
| Q4 2017 | $78,000 | -1.3% | 3,121 | 0.0% | 0.02% | -21.9% |
| Q3 2017 | $79,000 | 0.0% | 3,121 | 0.0% | 0.03% | -3.0% |
| Q2 2017 | $79,000 | 0.0% | 3,121 | 0.0% | 0.03% | -5.7% |
| Q1 2017 | $79,000 | +29.5% | 3,121 | +27.6% | 0.04% | +34.6% |
| Q4 2016 | $61,000 | -3.2% | 2,445 | 0.0% | 0.03% | -27.8% |
| Q3 2016 | $63,000 | 0.0% | 2,445 | 0.0% | 0.04% | -10.0% |
| Q2 2016 | $63,000 | +3.3% | 2,445 | 0.0% | 0.04% | -21.6% |
| Q1 2016 | $61,000 | +3.4% | 2,445 | 0.0% | 0.05% | -12.1% |
| Q4 2015 | $59,000 | – | 2,445 | – | 0.06% | – |
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% |