ISHARES TR's ticker is IBDN and the CUSIP is 46434VBA7. A total of 216 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| Paradigm, Strategies in Wealth Management, LLC | 517,487 | $13,010,000 | 13.18% |
| Aptus Capital Advisors, LLC | 5,715,149 | $143,679,000 | 4.31% |
| Tillar-Wenstrup Advisors, LLC | 285,258 | $7,171,000 | 3.38% |
| NovaPoint Capital, LLC | 343,299 | $8,631,000 | 3.09% |
| Madden Advisory Services, Inc. | 178,958 | $4,499,000 | 2.95% |
| Cribstone Capital Management, LLC | 202,623 | $5,094,000 | 2.83% |
| BerganKDV Wealth Management, LLC | 1,057,795 | $26,593,000 | 2.78% |
| PFG Private Wealth Management, LLC | 200,215 | $5,033,000 | 2.60% |
| RVW Wealth, LLC | 828,291 | $20,823,000 | 2.33% |
| SONATA CAPITAL GROUP INC | 214,241 | $5,386,000 | 2.26% |