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 | $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 | 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% |