ISHARES TR's ticker is IBDN and the CUSIP is 46434VBA7. A total of 206 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 | $291,000 | 0.0% | 11,628 | 0.0% | 0.04% | +13.2% |
| Q2 2022 | $291,000 | +20.7% | 11,628 | +20.8% | 0.04% | +52.0% |
| Q1 2022 | $241,000 | -17.5% | 9,628 | -17.2% | 0.02% | -10.7% |
| Q4 2021 | $292,000 | +0.3% | 11,628 | +1.1% | 0.03% | -12.5% |
| Q3 2021 | $291,000 | -0.3% | 11,500 | 0.0% | 0.03% | -3.0% |
| Q2 2021 | $292,000 | -0.3% | 11,500 | 0.0% | 0.03% | -13.2% |
| Q1 2021 | $293,000 | +20.1% | 11,500 | +21.1% | 0.04% | -20.8% |
| Q2 2020 | $244,000 | +3.4% | 9,500 | 0.0% | 0.05% | -12.7% |
| Q1 2020 | $236,000 | +9.8% | 9,500 | +11.8% | 0.06% | +44.7% |
| Q4 2019 | $215,000 | – | 8,500 | – | 0.04% | – |
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% |