ISHARES TR's ticker is IBDN and the CUSIP is 46434VBA7. A total of 129 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $622,000 | +0.2% | 24,848 | +0.0% | 0.27% | +5.5% |
| Q2 2022 | $621,000 | -0.2% | 24,837 | +0.0% | 0.25% | +16.0% |
| Q1 2022 | $622,000 | -0.3% | 24,828 | +0.0% | 0.22% | +1.9% |
| Q4 2021 | $624,000 | -0.6% | 24,823 | +0.1% | 0.22% | -8.5% |
| Q3 2021 | $628,000 | -0.3% | 24,806 | +0.0% | 0.24% | -4.5% |
| Q2 2021 | $630,000 | +1.1% | 24,796 | +1.3% | 0.25% | -8.2% |
| Q1 2021 | $623,000 | -1.9% | 24,485 | -1.3% | 0.27% | -12.4% |
| Q4 2020 | $635,000 | -2.5% | 24,816 | -2.3% | 0.31% | -16.6% |
| Q3 2020 | $651,000 | -0.2% | 25,403 | +0.1% | 0.37% | -8.2% |
| Q2 2020 | $652,000 | +3.7% | 25,389 | +0.1% | 0.40% | -17.0% |
| Q1 2020 | $629,000 | -1.9% | 25,373 | +0.0% | 0.48% | +20.8% |
| Q4 2019 | $641,000 | -0.2% | 25,362 | +0.1% | 0.40% | -13.1% |
| Q3 2019 | $642,000 | +0.5% | 25,346 | +0.0% | 0.46% | +1.5% |
| Q2 2019 | $639,000 | +66.8% | 25,334 | +64.8% | 0.45% | +4.4% |
| Q1 2019 | $383,000 | – | 15,368 | – | 0.43% | – |
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% |