ISHARES TR's ticker is IBDN and the CUSIP is 46434VBA7. A total of 209 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| Aptus Capital Advisors, LLC | 3,404,125 | $87,043,000 | 3.99% |
| Tillar-Wenstrup Advisors, LLC | 252,808 | $6,464,000 | 3.35% |
| PFG Private Wealth Management, LLC | 165,915 | $4,242,000 | 3.25% |
| MV CAPITAL MANAGEMENT, INC. | 605,722 | $15,488,000 | 2.94% |
| RVW Wealth, LLC | 744,575 | $19,000,000 | 2.79% |
| AlphaMark Advisors, LLC | 280,119 | $7,163,000 | 2.74% |
| Day & Ennis, LLC | 251,194 | $6,423,000 | 2.55% |
| Cribstone Capital Management, LLC | 144,078 | $3,684,000 | 2.52% |
| Matthew Goff Investment Advisor, LLC | 286,673 | $7,330,000 | 2.18% |
| SONATA CAPITAL GROUP INC | 170,029 | $4,348,000 | 2.15% |