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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $1,002,000 | -0.4% | 40,000 | 0.0% | 0.04% | +11.1% |
| Q4 2021 | $1,006,000 | -0.7% | 40,000 | 0.0% | 0.04% | +2.9% |
| Q3 2021 | $1,013,000 | -0.3% | 40,000 | 0.0% | 0.04% | -27.1% |
| Q2 2021 | $1,016,000 | -20.2% | 40,000 | -20.0% | 0.05% | -36.0% |
| Q1 2021 | $1,273,000 | -50.1% | 50,000 | -49.9% | 0.08% | -53.7% |
| Q4 2020 | $2,552,000 | +100.0% | 99,803 | +100.4% | 0.16% | +100.0% |
| Q3 2020 | $1,276,000 | -50.7% | 49,803 | -50.6% | 0.08% | -62.1% |
| Q2 2020 | $2,589,000 | +3.6% | 100,803 | 0.0% | 0.21% | -69.9% |
| Q1 2020 | $2,499,000 | -2.0% | 100,803 | 0.0% | 0.71% | +27.0% |
| Q4 2019 | $2,549,000 | – | 100,803 | – | 0.56% | – |
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% |