ISHARES TR's ticker is IBDN and the CUSIP is 46434VBA7. A total of 217 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $397,000 | -13.7% | 15,852 | -13.9% | 0.08% | -7.1% |
| Q2 2022 | $460,000 | 0.0% | 18,406 | +0.2% | 0.08% | +9.0% |
| Q1 2022 | $460,000 | -0.4% | 18,377 | +0.1% | 0.08% | -2.5% |
| Q4 2021 | $462,000 | -0.2% | 18,357 | +0.3% | 0.08% | -4.8% |
| Q3 2021 | $463,000 | -15.5% | 18,298 | -15.1% | 0.08% | -20.0% |
| Q2 2021 | $548,000 | 0.0% | 21,561 | +0.2% | 0.10% | -2.8% |
| Q1 2021 | $548,000 | -5.4% | 21,524 | -4.9% | 0.11% | -12.9% |
| Q4 2020 | $579,000 | +4.7% | 22,629 | +4.8% | 0.12% | -9.5% |
| Q3 2020 | $553,000 | 0.0% | 21,593 | +0.2% | 0.14% | -15.4% |
| Q2 2020 | $553,000 | +3.8% | 21,544 | +0.3% | 0.16% | -16.1% |
| Q1 2020 | $533,000 | +61.0% | 21,489 | +64.2% | 0.19% | +63.6% |
| Q4 2019 | $331,000 | – | 13,085 | – | 0.12% | – |
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% |