ISHARES TR's ticker is IBDN and the CUSIP is 46434VBA7. A total of 204 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,064,000 | -6.9% | 42,531 | -6.9% | 0.07% | -6.5% |
| Q2 2022 | $1,143,000 | -0.3% | 45,697 | -0.1% | 0.08% | +11.6% |
| Q1 2022 | $1,146,000 | -1.6% | 45,747 | -1.2% | 0.07% | -5.5% |
| Q4 2021 | $1,165,000 | +26.5% | 46,312 | +27.4% | 0.07% | +15.9% |
| Q3 2021 | $921,000 | +17.2% | 36,352 | +17.4% | 0.06% | +10.5% |
| Q2 2021 | $786,000 | +11.5% | 30,952 | +11.7% | 0.06% | -5.0% |
| Q1 2021 | $705,000 | -17.7% | 27,705 | -17.3% | 0.06% | -22.1% |
| Q4 2020 | $857,000 | – | 33,510 | – | 0.08% | – |
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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% |