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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $136,000 | +78.9% | 63,905 | +2033.7% | 0.01% | +75.0% |
| Q1 2021 | $76,000 | +5.6% | 2,995 | +6.6% | 0.00% | 0.0% |
| Q4 2020 | $72,000 | 0.0% | 2,810 | -0.2% | 0.00% | -33.3% |
| Q3 2020 | $72,000 | +227.3% | 2,817 | -87.1% | 0.01% | +200.0% |
| Q2 2020 | $22,000 | -91.2% | 21,869 | +120.7% | 0.00% | -92.3% |
| Q1 2020 | $249,000 | -0.8% | 9,908 | 0.0% | 0.03% | +8.3% |
| Q4 2019 | $251,000 | 0.0% | 9,908 | 0.0% | 0.02% | -14.3% |
| Q3 2019 | $251,000 | +0.4% | 9,908 | 0.0% | 0.03% | -3.4% |
| Q2 2019 | $250,000 | +1.2% | 9,908 | 0.0% | 0.03% | -3.3% |
| Q1 2019 | $247,000 | +3.3% | 9,908 | 0.0% | 0.03% | -11.8% |
| Q4 2018 | $239,000 | -0.4% | 9,908 | 0.0% | 0.03% | +6.2% |
| Q3 2018 | $240,000 | -0.4% | 9,908 | 0.0% | 0.03% | -5.9% |
| Q2 2018 | $241,000 | -0.8% | 9,908 | 0.0% | 0.03% | -12.8% |
| Q1 2018 | $243,000 | – | 9,908 | – | 0.04% | – |
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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% |