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 | $2,565,000 | -0.9% | 102,490 | -1.0% | 0.64% | +2.1% |
Q2 2022 | $2,589,000 | +11.6% | 103,530 | +11.8% | 0.63% | +28.5% |
Q1 2022 | $2,319,000 | +2.5% | 92,600 | +2.9% | 0.49% | +5.0% |
Q4 2021 | $2,263,000 | +12.4% | 90,000 | +13.2% | 0.46% | +4.3% |
Q3 2021 | $2,013,000 | -0.3% | 79,500 | 0.0% | 0.44% | +2.1% |
Q2 2021 | $2,019,000 | -0.2% | 79,500 | 0.0% | 0.44% | -11.2% |
Q1 2021 | $2,024,000 | -1.2% | 79,500 | -0.7% | 0.49% | -7.7% |
Q4 2020 | $2,048,000 | +2.5% | 80,100 | +2.7% | 0.53% | -10.9% |
Q3 2020 | $1,999,000 | -0.6% | 78,000 | -0.4% | 0.60% | -9.7% |
Q2 2020 | $2,011,000 | +2.3% | 78,300 | -1.3% | 0.66% | -10.4% |
Q1 2020 | $1,966,000 | +4.1% | 79,300 | +6.2% | 0.74% | +24.0% |
Q4 2019 | $1,889,000 | +12.4% | 74,700 | +12.5% | 0.60% | +3.7% |
Q3 2019 | $1,681,000 | +3.3% | 66,400 | +2.9% | 0.57% | +0.2% |
Q2 2019 | $1,628,000 | +0.1% | 64,501 | -1.2% | 0.57% | -4.0% |
Q1 2019 | $1,627,000 | +15.6% | 65,300 | +12.2% | 0.60% | +5.5% |
Q4 2018 | $1,407,000 | – | 58,200 | – | 0.57% | – |
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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% |