ISHARES TR's ticker is IBDN and the CUSIP is 46434VBA7. A total of 218 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,638,000 | +19.6% | 65,425 | +19.2% | 0.04% | +27.6% |
| Q2 2022 | $1,370,000 | -32.4% | 54,878 | -32.3% | 0.03% | +3.6% |
| Q1 2022 | $2,028,000 | +27.2% | 81,006 | +27.7% | 0.03% | -33.3% |
| Q4 2021 | $1,594,000 | -6.3% | 63,418 | -5.6% | 0.04% | 0.0% |
| Q3 2021 | $1,701,000 | -27.6% | 67,165 | -27.4% | 0.04% | -49.4% |
| Q2 2021 | $2,351,000 | -5.7% | 92,551 | -5.8% | 0.08% | -45.8% |
| Q1 2021 | $2,494,000 | -8.9% | 98,290 | -8.5% | 0.15% | -18.2% |
| Q4 2020 | $2,738,000 | -4.5% | 107,477 | -3.9% | 0.19% | -32.5% |
| Q3 2020 | $2,867,000 | -1.8% | 111,845 | -2.0% | 0.28% | -5.5% |
| Q2 2020 | $2,921,000 | +10.7% | 114,071 | +7.3% | 0.29% | -30.2% |
| Q1 2020 | $2,639,000 | +56.5% | 106,286 | +59.4% | 0.42% | -19.7% |
| Q4 2019 | $1,686,000 | +18.4% | 66,671 | +18.5% | 0.52% | -15.0% |
| Q3 2019 | $1,424,000 | 0.0% | 56,245 | -0.5% | 0.62% | +18.3% |
| Q2 2019 | $1,424,000 | +105.5% | 56,552 | +101.9% | 0.52% | +100.0% |
| Q1 2019 | $693,000 | +136.5% | 28,011 | +131.5% | 0.26% | +46.1% |
| Q4 2018 | $293,000 | – | 12,101 | – | 0.18% | – |
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% |