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 | $432,000 | +0.2% | 17,245 | 0.0% | 0.13% | -1.5% |
| Q2 2022 | $431,000 | -0.2% | 17,245 | 0.0% | 0.14% | +8.9% |
| Q1 2022 | $432,000 | -0.5% | 17,245 | 0.0% | 0.12% | -8.8% |
| Q4 2021 | $434,000 | -0.7% | 17,245 | 0.0% | 0.14% | -4.2% |
| Q3 2021 | $437,000 | -2.9% | 17,245 | -2.7% | 0.14% | -9.0% |
| Q2 2021 | $450,000 | -0.9% | 17,727 | -0.5% | 0.16% | -16.6% |
| Q1 2021 | $454,000 | -0.4% | 17,825 | 0.0% | 0.19% | -10.1% |
| Q4 2020 | $456,000 | -0.2% | 17,825 | 0.0% | 0.21% | -13.3% |
| Q3 2020 | $457,000 | -0.2% | 17,825 | 0.0% | 0.24% | -13.7% |
| Q2 2020 | $458,000 | +3.6% | 17,825 | 0.0% | 0.28% | -15.5% |
| Q1 2020 | $442,000 | -2.0% | 17,825 | 0.0% | 0.33% | +33.2% |
| Q4 2019 | $451,000 | -6.4% | 17,825 | -6.4% | 0.25% | -9.2% |
| Q3 2019 | $482,000 | +0.2% | 19,045 | 0.0% | 0.27% | -9.0% |
| Q2 2019 | $481,000 | +1.5% | 19,045 | 0.0% | 0.30% | -28.6% |
| Q1 2019 | $474,000 | +3.0% | 19,045 | 0.0% | 0.42% | -13.6% |
| Q4 2018 | $460,000 | – | 19,045 | – | 0.48% | – |
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% |