ISHARES TR's ticker is IBDN and the CUSIP is 46434VBA7. A total of 217 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $986,000 | +11.7% | 985,964 | +2693.2% | 0.23% | +68.1% |
| Q2 2022 | $883,000 | +1666.0% | 35,299 | -97.2% | 0.14% | -38.1% |
| Q1 2022 | $50,000 | -96.3% | 1,245,189 | +2192.7% | 0.22% | +19.1% |
| Q4 2021 | $1,364,000 | -1.9% | 54,312 | -1.1% | 0.18% | -4.2% |
| Q3 2021 | $1,391,000 | -20.7% | 54,938 | -20.0% | 0.19% | -31.8% |
| Q4 2020 | $1,755,000 | – | 68,649 | – | 0.28% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Paradigm, Strategies in Wealth Management, LLC | 492,025 | $12,497,000 | 11.24% |
| BerganKDV Wealth Management, LLC | 1,570,311 | $39,886,000 | 4.73% |
| PFG Private Wealth Management, LLC | 269,929 | $6,856,000 | 4.44% |
| NovaPoint Capital, LLC | 361,774 | $9,189,000 | 3.80% |
| Aptus Capital Advisors, LLC | 4,523,245 | $114,890,000 | 3.36% |
| Tillar-Wenstrup Advisors, LLC | 279,989 | $7,112,000 | 3.24% |
| RVW Wealth, LLC | 819,348 | $21,000,000 | 2.62% |
| Cribstone Capital Management, LLC | 161,640 | $4,106,000 | 2.49% |
| SONATA CAPITAL GROUP INC | 204,978 | $5,206,000 | 2.37% |
| MV CAPITAL MANAGEMENT, INC. | 528,240 | $13,417,000 | 2.28% |