ISHARES TR's ticker is IBDN and the CUSIP is 46434VBA7. A total of 95 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2022 | $383,000 | +0.3% | 15,324 | +0.3% | 0.06% | +13.5% |
Q1 2022 | $382,000 | -0.3% | 15,273 | +0.2% | 0.05% | -1.9% |
Q4 2021 | $383,000 | 0.0% | 15,240 | +0.7% | 0.05% | -8.6% |
Q3 2021 | $383,000 | 0.0% | 15,138 | +0.4% | 0.06% | 0.0% |
Q2 2021 | $383,000 | -11.3% | 15,077 | -11.2% | 0.06% | -17.1% |
Q1 2021 | $432,000 | -0.2% | 16,984 | +0.3% | 0.07% | -13.6% |
Q4 2020 | $433,000 | -6.7% | 16,930 | -6.5% | 0.08% | -15.6% |
Q3 2020 | $464,000 | +0.2% | 18,113 | +0.6% | 0.10% | -5.9% |
Q2 2020 | $463,000 | +4.3% | 18,011 | +0.6% | 0.10% | -12.8% |
Q1 2020 | $444,000 | -10.1% | 17,895 | -8.3% | 0.12% | +13.6% |
Q4 2019 | $494,000 | +10.5% | 19,517 | +10.6% | 0.10% | +4.0% |
Q3 2019 | $447,000 | -3.5% | 17,645 | -3.8% | 0.10% | -4.8% |
Q2 2019 | $463,000 | +61.3% | 18,347 | +59.4% | 0.10% | +52.9% |
Q1 2019 | $287,000 | +11.7% | 11,510 | +8.2% | 0.07% | -2.9% |
Q4 2018 | $257,000 | +0.4% | 10,635 | +0.9% | 0.07% | +20.7% |
Q3 2018 | $256,000 | +0.4% | 10,536 | +0.6% | 0.06% | -9.4% |
Q2 2018 | $255,000 | +15.9% | 10,475 | +16.7% | 0.06% | +8.5% |
Q1 2018 | $220,000 | – | 8,979 | – | 0.06% | – |
Download |
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% |