ISHARES TR's ticker is IBDN and the CUSIP is 46434VBA7. A total of 218 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $3,182,000 | +14.4% | 127,138 | +14.3% | 0.01% | +16.7% |
| Q2 2022 | $2,782,000 | +55.9% | 111,243 | +25.1% | 0.01% | +100.0% |
| Q1 2022 | $1,784,000 | -38.7% | 88,956 | -23.1% | 0.00% | -50.0% |
| Q4 2021 | $2,909,000 | +20.0% | 115,654 | +20.7% | 0.01% | +20.0% |
| Q3 2021 | $2,425,000 | -20.9% | 95,808 | -20.6% | 0.01% | -28.6% |
| Q2 2021 | $3,064,000 | +5.0% | 120,607 | +5.2% | 0.01% | 0.0% |
| Q1 2021 | $2,919,000 | +3.0% | 114,683 | +3.5% | 0.01% | -12.5% |
| Q4 2020 | $2,834,000 | +3.4% | 110,757 | +3.6% | 0.01% | 0.0% |
| Q3 2020 | $2,741,000 | +18.0% | 106,893 | +18.3% | 0.01% | 0.0% |
| Q2 2020 | $2,322,000 | -7.0% | 90,374 | -10.3% | 0.01% | -20.0% |
| Q1 2020 | $2,498,000 | – | 100,798 | – | 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% |