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 | $1,583,000 | +1.6% | 63,251 | +1.5% | 0.07% | +7.4% |
| Q2 2022 | $1,558,000 | +3.4% | 62,294 | +3.5% | 0.07% | +17.2% |
| Q1 2022 | $1,507,000 | -0.7% | 60,184 | -0.3% | 0.06% | +3.6% |
| Q4 2021 | $1,518,000 | +1.4% | 60,364 | +2.1% | 0.06% | -5.1% |
| Q3 2021 | $1,497,000 | -1.6% | 59,131 | -1.3% | 0.06% | -1.7% |
| Q2 2021 | $1,522,000 | +18.4% | 59,930 | +19.2% | 0.06% | +20.0% |
| Q4 2020 | $1,285,000 | +191.4% | 50,260 | +192.0% | 0.05% | +163.2% |
| Q3 2020 | $441,000 | +4.3% | 17,213 | +4.5% | 0.02% | 0.0% |
| Q2 2020 | $423,000 | – | 16,468 | – | 0.02% | – |
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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% |