ISHARES TR's ticker is IBDN and the CUSIP is 46434VBA7. A total of 174 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $150,000 | +0.7% | 5,982 | +0.4% | 0.07% | -1.4% |
| Q2 2022 | $149,000 | 0.0% | 5,956 | +0.3% | 0.07% | +19.0% |
| Q1 2022 | $149,000 | 0.0% | 5,936 | +0.2% | 0.06% | -10.8% |
| Q4 2021 | $149,000 | 0.0% | 5,923 | +0.7% | 0.06% | -14.5% |
| Q3 2021 | $149,000 | 0.0% | 5,884 | +0.4% | 0.08% | -5.0% |
| Q2 2021 | $149,000 | 0.0% | 5,860 | +0.4% | 0.08% | -20.0% |
| Q1 2021 | $149,000 | 0.0% | 5,835 | +0.3% | 0.10% | -9.9% |
| Q4 2020 | $149,000 | +0.7% | 5,817 | +0.7% | 0.11% | -17.2% |
| Q3 2020 | $148,000 | 0.0% | 5,778 | +0.6% | 0.13% | -9.5% |
| Q2 2020 | $148,000 | +5.0% | 5,745 | +0.6% | 0.15% | +33.3% |
| Q1 2020 | $141,000 | -2.1% | 5,708 | +0.4% | 0.11% | +27.6% |
| Q4 2019 | $144,000 | – | 5,684 | – | 0.09% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Paradigm, Strategies in Wealth Management, LLC | 517,487 | $13,010,000 | 13.18% |
| Aptus Capital Advisors, LLC | 5,715,149 | $143,679,000 | 4.31% |
| Tillar-Wenstrup Advisors, LLC | 285,258 | $7,171,000 | 3.38% |
| NovaPoint Capital, LLC | 343,299 | $8,631,000 | 3.09% |
| Madden Advisory Services, Inc. | 178,958 | $4,499,000 | 2.95% |
| Cribstone Capital Management, LLC | 202,623 | $5,094,000 | 2.83% |
| BerganKDV Wealth Management, LLC | 1,057,795 | $26,593,000 | 2.78% |
| PFG Private Wealth Management, LLC | 200,215 | $5,033,000 | 2.60% |
| RVW Wealth, LLC | 828,291 | $20,823,000 | 2.33% |
| SONATA CAPITAL GROUP INC | 214,241 | $5,386,000 | 2.26% |