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 | $10,521,000 | +0.1% | 125 | 0.0% | 0.36% | +8.9% |
| Q2 2022 | $10,512,000 | -0.1% | 125 | 0.0% | 0.33% | +10.8% |
| Q1 2022 | $10,525,000 | -48.7% | 125 | -66.7% | 0.30% | -36.3% |
| Q4 2021 | $20,516,000 | +81964.0% | 375 | -40.9% | 0.46% | +3758.3% |
| Q3 2021 | $25,000 | – | 635 | +31650.0% | 0.01% | – |
| Q1 2020 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q4 2019 | $0 | -100.0% | 2 | -100.0% | 0.00% | -100.0% |
| Q3 2019 | $368,000 | -27.6% | 14,527 | -27.8% | 0.32% | -24.0% |
| Q2 2019 | $508,000 | -15.3% | 20,117 | -16.7% | 0.42% | -14.0% |
| Q1 2019 | $600,000 | +990.9% | 24,162 | +974.3% | 0.48% | +736.2% |
| Q3 2018 | $55,000 | +66.7% | 2,249 | +66.5% | 0.06% | +87.1% |
| Q2 2018 | $33,000 | +13.8% | 1,351 | +13.3% | 0.03% | +3.3% |
| Q1 2018 | $29,000 | – | 1,192 | – | 0.03% | – |
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% |