ISHARES TR's ticker is IBDN and the CUSIP is 46434VBA7. A total of 218 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $2,149,000 | -5.5% | 85,865 | -5.6% | 0.81% | -3.5% |
| Q2 2022 | $2,275,000 | -2.5% | 90,980 | -2.4% | 0.84% | +5.0% |
| Q1 2022 | $2,334,000 | -10.1% | 93,246 | -9.7% | 0.80% | -5.7% |
| Q4 2021 | $2,596,000 | +1.0% | 103,300 | +1.8% | 0.84% | -3.2% |
| Q3 2021 | $2,570,000 | -3.2% | 101,515 | -2.9% | 0.87% | -1.8% |
| Q2 2021 | $2,654,000 | -1.7% | 104,525 | -1.5% | 0.89% | -6.8% |
| Q1 2021 | $2,700,000 | -9.8% | 106,067 | -9.4% | 0.95% | -16.7% |
| Q4 2020 | $2,992,000 | +5.7% | 117,021 | +6.0% | 1.14% | -8.5% |
| Q3 2020 | $2,830,000 | +8.3% | 110,425 | +8.5% | 1.25% | -2.3% |
| Q2 2020 | $2,614,000 | – | 101,799 | – | 1.28% | – |
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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% |