ISHARES TR's ticker is IBDN and the CUSIP is 46434VBA7. A total of 216 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $2,810,000 | -40.0% | 112,253 | -40.1% | 1.74% | -39.7% |
| Q2 2022 | $4,685,000 | -25.0% | 187,332 | -24.9% | 2.88% | -15.7% |
| Q1 2022 | $6,247,000 | +22.6% | 249,471 | +23.1% | 3.42% | +20.9% |
| Q4 2021 | $5,094,000 | +17.1% | 202,623 | +17.9% | 2.83% | +9.1% |
| Q3 2021 | $4,350,000 | +5.9% | 171,790 | +6.3% | 2.59% | +4.1% |
| Q2 2021 | $4,106,000 | +5.1% | 161,640 | +5.4% | 2.49% | -3.1% |
| Q1 2021 | $3,905,000 | +6.0% | 153,395 | +6.5% | 2.57% | +1.8% |
| Q4 2020 | $3,684,000 | +9.1% | 144,078 | +9.3% | 2.52% | -8.5% |
| Q3 2020 | $3,378,000 | +35.2% | 131,815 | +35.5% | 2.76% | +33.4% |
| Q2 2020 | $2,498,000 | – | 97,281 | – | 2.07% | – |
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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% |