ISHARES TR's ticker is IBDN and the CUSIP is 46434VBA7. A total of 3 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $11,000 | 0.0% | 420 | 0.0% | 0.01% | +20.0% |
| Q2 2022 | $11,000 | 0.0% | 420 | 0.0% | 0.01% | +25.0% |
| Q1 2022 | $11,000 | 0.0% | 420 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $11,000 | 0.0% | 420 | 0.0% | 0.00% | -20.0% |
| Q3 2021 | $11,000 | 0.0% | 420 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $11,000 | -87.4% | 420 | -87.7% | 0.01% | -88.1% |
| Q1 2021 | $87,000 | -23.0% | 3,420 | -22.6% | 0.04% | -27.6% |
| Q4 2020 | $113,000 | 0.0% | 4,420 | 0.0% | 0.06% | -3.3% |
| Q3 2020 | $113,000 | +1312.5% | 4,420 | +1373.3% | 0.06% | +1100.0% |
| Q2 2020 | $8,000 | 0.0% | 300 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $8,000 | 0.0% | 300 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $8,000 | 0.0% | 300 | 0.0% | 0.01% | -16.7% |
| Q3 2019 | $8,000 | – | 300 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Paradigm, Strategies in Wealth Management, LLC | 492,025 | $12,497,000 | 11.24% |
| BerganKDV Wealth Management, LLC | 1,570,311 | $39,886,000 | 4.73% |
| PFG Private Wealth Management, LLC | 269,929 | $6,856,000 | 4.44% |
| NovaPoint Capital, LLC | 361,774 | $9,189,000 | 3.80% |
| Aptus Capital Advisors, LLC | 4,523,245 | $114,890,000 | 3.36% |
| Tillar-Wenstrup Advisors, LLC | 279,989 | $7,112,000 | 3.24% |
| RVW Wealth, LLC | 819,348 | $21,000,000 | 2.62% |
| Cribstone Capital Management, LLC | 161,640 | $4,106,000 | 2.49% |
| SONATA CAPITAL GROUP INC | 204,978 | $5,206,000 | 2.37% |
| MV CAPITAL MANAGEMENT, INC. | 528,240 | $13,417,000 | 2.28% |