ISHARES TR's ticker is IBDN and the CUSIP is 46434VBA7. A total of 209 filers reported holding ISHARES TR in Q4 2020. 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 ↓ |
|---|---|---|---|
| Aptus Capital Advisors, LLC | 3,404,125 | $87,043,000 | 3.99% |
| Tillar-Wenstrup Advisors, LLC | 252,808 | $6,464,000 | 3.35% |
| PFG Private Wealth Management, LLC | 165,915 | $4,242,000 | 3.25% |
| MV CAPITAL MANAGEMENT, INC. | 605,722 | $15,488,000 | 2.94% |
| RVW Wealth, LLC | 744,575 | $19,000,000 | 2.79% |
| AlphaMark Advisors, LLC | 280,119 | $7,163,000 | 2.74% |
| Day & Ennis, LLC | 251,194 | $6,423,000 | 2.55% |
| Cribstone Capital Management, LLC | 144,078 | $3,684,000 | 2.52% |
| Matthew Goff Investment Advisor, LLC | 286,673 | $7,330,000 | 2.18% |
| SONATA CAPITAL GROUP INC | 170,029 | $4,348,000 | 2.15% |