ISHARES TR's ticker is IBDN and the CUSIP is 46434VBA7. A total of 171 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $32,000 | +77.8% | 1,276 | +76.0% | 0.00% | – |
| Q2 2022 | $18,000 | 0.0% | 725 | 0.0% | 0.00% | – |
| Q1 2022 | $18,000 | +200.0% | 725 | +190.0% | 0.00% | – |
| Q4 2021 | $6,000 | 0.0% | 250 | 0.0% | 0.00% | – |
| Q3 2021 | $6,000 | -98.5% | 250 | -98.4% | 0.00% | – |
| Q2 2021 | $402,000 | -0.2% | 15,827 | 0.0% | 0.00% | – |
| Q1 2021 | $403,000 | -0.2% | 15,827 | 0.0% | 0.00% | – |
| Q4 2020 | $404,000 | -3.3% | 15,827 | -3.1% | 0.00% | -100.0% |
| Q3 2020 | $418,000 | -53.0% | 16,335 | -52.8% | 0.00% | 0.0% |
| Q2 2020 | $890,000 | +10.1% | 34,644 | +6.2% | 0.00% | 0.0% |
| Q1 2020 | $808,000 | +9.0% | 32,617 | +11.3% | 0.00% | 0.0% |
| Q4 2019 | $741,000 | 0.0% | 29,295 | +0.1% | 0.00% | 0.0% |
| Q3 2019 | $741,000 | +6.9% | 29,265 | +6.5% | 0.00% | 0.0% |
| Q2 2019 | $693,000 | +26.9% | 27,475 | +25.3% | 0.00% | 0.0% |
| Q1 2019 | $546,000 | +13.8% | 21,935 | +10.4% | 0.00% | 0.0% |
| Q4 2018 | $480,000 | +8.4% | 19,876 | +9.2% | 0.00% | – |
| Q3 2018 | $443,000 | +41.5% | 18,197 | +41.6% | 0.00% | – |
| Q2 2018 | $313,000 | +943.3% | 12,855 | +928.4% | 0.00% | – |
| Q1 2018 | $30,000 | -58.3% | 1,250 | -56.1% | 0.00% | – |
| Q4 2017 | $72,000 | +80.0% | 2,850 | +78.1% | 0.00% | – |
| Q3 2017 | $40,000 | 0.0% | 1,600 | 0.0% | 0.00% | – |
| Q2 2017 | $40,000 | 0.0% | 1,600 | 0.0% | 0.00% | – |
| Q1 2017 | $40,000 | – | 1,600 | – | 0.00% | – |
Download | ||||||
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% |