ISHARES TR's ticker is IBDN and the CUSIP is 46434VBA7. A total of 217 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,257,000 | +0.1% | 50,231 | 0.0% | 0.03% | +8.0% |
| Q2 2022 | $1,256,000 | -0.2% | 50,231 | 0.0% | 0.02% | +19.0% |
| Q1 2022 | $1,258,000 | -0.4% | 50,231 | 0.0% | 0.02% | +10.5% |
| Q4 2021 | $1,263,000 | -0.7% | 50,231 | 0.0% | 0.02% | -5.0% |
| Q3 2021 | $1,272,000 | -0.3% | 50,231 | 0.0% | 0.02% | +5.3% |
| Q2 2021 | $1,276,000 | -0.2% | 50,231 | 0.0% | 0.02% | -9.5% |
| Q1 2021 | $1,279,000 | +358.4% | 50,231 | +360.0% | 0.02% | +320.0% |
| Q4 2020 | $279,000 | -0.4% | 10,920 | 0.0% | 0.01% | -16.7% |
| Q3 2020 | $280,000 | -76.7% | 10,920 | -77.0% | 0.01% | -76.0% |
| Q4 2019 | $1,202,000 | – | 47,525 | – | 0.02% | – |
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% |