ISHARES TR's ticker is IBDN and the CUSIP is 46434VBA7. A total of 171 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $6,718,000 | +27.0% | 268,418 | +27.0% | 4.41% | +48.8% |
| Q2 2022 | $5,288,000 | +1.1% | 211,426 | +1.2% | 2.97% | +10.4% |
| Q1 2022 | $5,233,000 | +4.0% | 208,976 | +4.4% | 2.69% | +3.4% |
| Q4 2021 | $5,033,000 | -31.1% | 200,215 | -30.6% | 2.60% | -39.2% |
| Q3 2021 | $7,308,000 | +6.6% | 288,610 | +6.9% | 4.28% | -3.8% |
| Q2 2021 | $6,856,000 | +4.6% | 269,929 | +4.9% | 4.44% | -1.4% |
| Q1 2021 | $6,552,000 | +54.5% | 257,347 | +55.1% | 4.51% | +38.7% |
| Q4 2020 | $4,242,000 | +8.5% | 165,915 | +8.8% | 3.25% | -4.6% |
| Q3 2020 | $3,909,000 | +11.5% | 152,510 | +11.7% | 3.41% | +3.2% |
| Q2 2020 | $3,505,000 | +6.9% | 136,488 | +3.2% | 3.30% | -6.5% |
| Q1 2020 | $3,279,000 | +2.5% | 132,276 | +4.6% | 3.53% | +23.6% |
| Q4 2019 | $3,198,000 | – | 126,461 | – | 2.86% | – |
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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 Financial Advisors Inc | 582,420 | $14,951,000 | 2.54% |
| Matthew Goff Investment Advisor, LLC | 301,923 | $7,753,000 | 2.54% |