ISHARES TR's ticker is IBDN and the CUSIP is 46434VBA7. A total of 210 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $76,000 | -25.5% | 3,061 | -25.5% | 0.01% | 0.0% |
| Q2 2022 | $102,000 | 0.0% | 4,111 | 0.0% | 0.01% | +25.0% |
| Q1 2022 | $102,000 | -2.9% | 4,111 | -2.4% | 0.00% | 0.0% |
| Q4 2021 | $105,000 | -6.2% | 4,211 | -5.6% | 0.00% | 0.0% |
| Q3 2021 | $112,000 | +51.4% | 4,461 | +51.2% | 0.00% | +33.3% |
| Q2 2021 | $74,000 | -58.4% | 2,950 | -57.9% | 0.00% | -40.0% |
| Q1 2021 | $178,000 | +137.3% | 7,011 | 0.0% | 0.01% | +66.7% |
| Q4 2020 | $75,000 | -5.1% | 7,011 | +126.2% | 0.00% | -25.0% |
| Q3 2020 | $79,000 | +92.7% | 3,100 | +93.8% | 0.00% | +100.0% |
| Q2 2020 | $41,000 | +5.1% | 1,600 | 0.0% | 0.00% | -33.3% |
| Q1 2020 | $39,000 | -2.5% | 1,600 | 0.0% | 0.00% | +50.0% |
| Q4 2019 | $40,000 | 0.0% | 1,600 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $40,000 | -50.0% | 1,600 | -49.8% | 0.00% | -60.0% |
| Q2 2019 | $80,000 | +1.3% | 3,185 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $79,000 | +27.4% | 3,185 | +23.0% | 0.01% | 0.0% |
| Q4 2018 | $62,000 | -1.6% | 2,590 | 0.0% | 0.01% | +25.0% |
| Q3 2018 | $63,000 | +65.8% | 2,590 | +61.9% | 0.00% | +33.3% |
| Q2 2018 | $38,000 | -39.7% | 1,600 | -38.2% | 0.00% | -50.0% |
| Q1 2018 | $63,000 | +162.5% | 2,590 | +161.6% | 0.01% | +200.0% |
| Q4 2017 | $24,000 | -4.0% | 990 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $25,000 | +4.2% | 990 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $24,000 | 0.0% | 990 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $24,000 | 0.0% | 990 | 0.0% | 0.00% | -33.3% |
| Q4 2016 | $24,000 | -4.0% | 990 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $25,000 | 0.0% | 990 | 0.0% | 0.00% | -25.0% |
| Q2 2016 | $25,000 | – | 990 | – | 0.00% | – |
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% |