ISHARES TR's ticker is IBDN and the CUSIP is 46434VBA7. A total of 217 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $358,000 | -2.7% | 14,304 | -2.7% | 0.10% | +1.0% |
| Q2 2022 | $368,000 | -19.1% | 14,700 | -19.3% | 0.10% | -18.6% |
| Q1 2022 | $455,000 | -1.3% | 18,205 | -0.7% | 0.12% | +10.3% |
| Q4 2021 | $461,000 | -10.5% | 18,325 | -9.9% | 0.11% | -4.5% |
| Q3 2021 | $515,000 | -0.2% | 20,347 | -0.1% | 0.11% | +7.7% |
| Q2 2021 | $516,000 | -3.9% | 20,359 | -3.5% | 0.10% | -1.9% |
| Q1 2021 | $537,000 | -0.6% | 21,107 | 0.0% | 0.11% | -7.8% |
| Q4 2020 | $540,000 | 0.0% | 21,107 | 0.0% | 0.12% | -4.2% |
| Q3 2020 | $540,000 | -2.2% | 21,107 | -1.9% | 0.12% | +4.3% |
| Q2 2020 | $552,000 | +0.4% | 21,517 | -3.1% | 0.12% | -7.3% |
| Q1 2020 | $550,000 | -9.7% | 22,197 | -7.8% | 0.12% | -15.6% |
| Q4 2019 | $609,000 | -3.0% | 24,067 | -3.0% | 0.15% | -1.3% |
| Q3 2019 | $628,000 | -46.5% | 24,806 | -46.7% | 0.15% | -51.3% |
| Q2 2019 | $1,173,000 | -60.1% | 46,507 | -60.6% | 0.31% | -62.5% |
| Q1 2019 | $2,940,000 | +2.1% | 118,042 | -0.9% | 0.82% | -34.2% |
| Q4 2018 | $2,880,000 | – | 119,141 | – | 1.24% | – |
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% |