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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,807,000 | +0.1% | 72,178 | 0.0% | 0.28% | +3.4% |
| Q2 2022 | $1,805,000 | -10.7% | 72,178 | -10.6% | 0.27% | +16.5% |
| Q1 2022 | $2,021,000 | -8.3% | 80,717 | -8.0% | 0.23% | -6.1% |
| Q4 2021 | $2,205,000 | -0.0% | 87,705 | +0.7% | 0.24% | -6.8% |
| Q3 2021 | $2,206,000 | -4.0% | 87,114 | -3.7% | 0.26% | -4.0% |
| Q2 2021 | $2,297,000 | -2.8% | 90,435 | -2.5% | 0.27% | -12.2% |
| Q1 2021 | $2,363,000 | -2.5% | 92,794 | -2.1% | 0.31% | -8.5% |
| Q4 2020 | $2,424,000 | +9.2% | 94,791 | +9.5% | 0.34% | -3.1% |
| Q3 2020 | $2,219,000 | -0.2% | 86,578 | 0.0% | 0.35% | -12.9% |
| Q2 2020 | $2,223,000 | +17.0% | 86,578 | +13.0% | 0.40% | +11.9% |
| Q1 2020 | $1,900,000 | +7.0% | 76,628 | +9.2% | 0.36% | +46.2% |
| Q4 2019 | $1,775,000 | +27.8% | 70,181 | +27.9% | 0.25% | +18.8% |
| Q3 2019 | $1,389,000 | +24.4% | 54,872 | +23.9% | 0.21% | +23.1% |
| Q2 2019 | $1,117,000 | +8.9% | 44,283 | +7.2% | 0.17% | +11.9% |
| Q1 2019 | $1,026,000 | – | 41,310 | – | 0.15% | – |
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% |