ISHARES TR's ticker is IBDN and the CUSIP is 46434VBA7. A total of 190 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,680,000 | -14.9% | 67,132 | -14.9% | 0.77% | -9.9% |
| Q2 2022 | $1,973,000 | -17.7% | 78,896 | -17.6% | 0.85% | -6.3% |
| Q1 2022 | $2,397,000 | -4.7% | 95,756 | -4.3% | 0.91% | -0.3% |
| Q4 2021 | $2,515,000 | -2.1% | 100,062 | -1.5% | 0.91% | -2.9% |
| Q3 2021 | $2,570,000 | -0.1% | 101,543 | +0.2% | 0.94% | -6.1% |
| Q2 2021 | $2,572,000 | 0.0% | 101,296 | +0.2% | 1.00% | -6.3% |
| Q1 2021 | $2,572,000 | -5.1% | 101,044 | -4.7% | 1.07% | -14.4% |
| Q4 2020 | $2,711,000 | +3.0% | 106,037 | +3.2% | 1.25% | -14.1% |
| Q3 2020 | $2,632,000 | -13.2% | 102,721 | -13.1% | 1.45% | -13.9% |
| Q2 2020 | $3,034,000 | +0.2% | 118,166 | -3.3% | 1.69% | -14.4% |
| Q1 2020 | $3,029,000 | -6.9% | 122,214 | -5.3% | 1.97% | +24.0% |
| Q4 2019 | $3,253,000 | +28.3% | 129,009 | +28.8% | 1.59% | +14.5% |
| Q3 2019 | $2,535,000 | +10.6% | 100,156 | +10.2% | 1.39% | +7.0% |
| Q2 2019 | $2,293,000 | +3.9% | 90,897 | +2.6% | 1.30% | -0.4% |
| Q1 2019 | $2,207,000 | +183.7% | 88,627 | +175.2% | 1.30% | +157.8% |
| Q4 2018 | $778,000 | – | 32,209 | – | 0.50% | – |
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% |