ISHARES TR's ticker is IBDN and the CUSIP is 46434VBA7. A total of 176 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $8,752,000 | +31.0% | 349,674 | +30.9% | 0.02% | +35.3% |
Q2 2022 | $6,679,000 | +22.5% | 267,071 | +22.6% | 0.02% | +41.7% |
Q1 2022 | $5,453,000 | -7.6% | 217,796 | -7.3% | 0.01% | -7.7% |
Q4 2021 | $5,904,000 | -0.3% | 234,884 | +0.4% | 0.01% | -13.3% |
Q3 2021 | $5,920,000 | +1.0% | 233,841 | +1.3% | 0.02% | 0.0% |
Q2 2021 | $5,861,000 | +0.4% | 230,770 | +0.6% | 0.02% | -11.8% |
Q1 2021 | $5,838,000 | -31.8% | 229,312 | -31.5% | 0.02% | -34.6% |
Q4 2020 | $8,557,000 | +11.7% | 334,684 | +12.0% | 0.03% | 0.0% |
Q3 2020 | $7,660,000 | +18.8% | 298,894 | +19.0% | 0.03% | +8.3% |
Q2 2020 | $6,448,000 | +8.6% | 251,127 | +4.8% | 0.02% | -14.3% |
Q1 2020 | $5,940,000 | +11.6% | 239,638 | +13.9% | 0.03% | +40.0% |
Q4 2019 | $5,322,000 | +11.6% | 210,453 | +11.7% | 0.02% | 0.0% |
Q3 2019 | $4,770,000 | +8.6% | 188,413 | +8.2% | 0.02% | +5.3% |
Q2 2019 | $4,393,000 | +17.4% | 174,124 | +15.9% | 0.02% | +11.8% |
Q1 2019 | $3,741,000 | +261.8% | 150,183 | +250.8% | 0.02% | +240.0% |
Q4 2018 | $1,034,000 | +28.8% | 42,816 | +29.6% | 0.01% | +25.0% |
Q3 2018 | $803,000 | +7.1% | 33,039 | +7.2% | 0.00% | 0.0% |
Q2 2018 | $750,000 | +8.5% | 30,819 | +9.3% | 0.00% | 0.0% |
Q1 2018 | $691,000 | +21.4% | 28,207 | +23.7% | 0.00% | +33.3% |
Q4 2017 | $569,000 | – | 22,795 | – | 0.00% | – |
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% |