ISHARES TR's ticker is IBDN and the CUSIP is 46434VBA7. A total of 218 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $7,139,000 | -13.0% | 285,251 | -13.1% | 1.04% | -7.1% |
| Q2 2022 | $8,210,000 | +452.9% | 328,264 | +453.6% | 1.12% | +529.2% |
| Q1 2022 | $1,485,000 | +113.1% | 59,297 | +113.8% | 0.18% | +117.1% |
| Q4 2021 | $697,000 | -32.4% | 27,738 | -31.9% | 0.08% | -38.3% |
| Q3 2021 | $1,031,000 | +10.3% | 40,719 | +10.6% | 0.13% | +11.8% |
| Q2 2021 | $935,000 | +5.2% | 36,819 | +5.4% | 0.12% | +0.8% |
| Q1 2021 | $889,000 | +6.5% | 34,944 | +7.0% | 0.12% | -27.2% |
| Q4 2020 | $835,000 | +6.1% | 32,666 | +6.4% | 0.16% | -2.4% |
| Q3 2020 | $787,000 | +36.4% | 30,714 | +36.8% | 0.17% | +31.7% |
| Q2 2020 | $577,000 | +33.3% | 22,453 | +28.5% | 0.13% | +22.3% |
| Q1 2020 | $433,000 | +4.1% | 17,472 | +6.2% | 0.10% | +27.2% |
| Q4 2019 | $416,000 | – | 16,446 | – | 0.08% | – |
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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% |