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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $1,199,000 | -8.3% | 46,879 | -8.1% | 1.51% | -20.2% |
| Q3 2020 | $1,307,000 | -19.5% | 51,004 | -19.3% | 1.89% | -2.3% |
| Q2 2020 | $1,623,000 | -9.2% | 63,185 | -12.4% | 1.94% | -25.0% |
| Q1 2020 | $1,787,000 | +12.1% | 72,100 | +14.4% | 2.58% | +46.0% |
| Q4 2019 | $1,594,000 | -13.3% | 63,028 | -13.2% | 1.77% | -18.5% |
| Q3 2019 | $1,838,000 | +5.7% | 72,578 | +5.3% | 2.17% | +4.0% |
| Q2 2019 | $1,739,000 | +68.3% | 68,912 | +66.1% | 2.09% | +139.0% |
| Q1 2019 | $1,033,000 | – | 41,485 | – | 0.87% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Argent Wealth Management LLC | 1,295,239 | $33,184,000 | 5.51% |
| MV CAPITAL MANAGEMENT, INC. | 569,489 | $14,624,000 | 3.44% |
| PFG Private Wealth Management, LLC | 136,488 | $3,505,000 | 3.30% |
| First Fiduciary Investment Counsel, Inc. | 72,595 | $18,642,000 | 3.27% |
| Day & Ennis, LLC | 248,320 | $6,377,000 | 3.15% |
| AlphaMark Advisors, LLC | 265,510 | $6,818,000 | 2.94% |
| RVW Wealth, LLC | 623,715 | $16,017,000 | 2.93% |
| Aptus Capital Advisors, LLC | 1,675,920 | $42,942,000 | 2.70% |
| Fragasso Group Inc. | 582,420 | $14,951,000 | 2.54% |
| Matthew Goff Investment Advisor, LLC | 301,923 | $7,753,000 | 2.54% |