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 | $3,228,000 | -6.5% | 128,968 | -6.6% | 0.02% | -9.5% |
| Q2 2022 | $3,453,000 | +21.8% | 138,055 | +21.9% | 0.02% | +23.5% |
| Q1 2022 | $2,836,000 | -51.4% | 113,267 | -51.2% | 0.02% | -52.8% |
| Q4 2021 | $5,836,000 | +31.7% | 232,128 | +32.6% | 0.04% | +16.1% |
| Q3 2021 | $4,431,000 | +13.0% | 175,017 | +13.4% | 0.03% | +3.3% |
| Q2 2021 | $3,921,000 | +21.4% | 154,362 | +21.7% | 0.03% | +3.4% |
| Q1 2021 | $3,230,000 | +38.7% | 126,871 | +39.4% | 0.03% | 0.0% |
| Q4 2020 | $2,328,000 | +58.8% | 91,042 | +59.2% | 0.03% | +31.8% |
| Q3 2020 | $1,466,000 | +2.6% | 57,188 | +2.8% | 0.02% | -15.4% |
| Q2 2020 | $1,429,000 | +16.9% | 55,656 | +12.9% | 0.03% | -3.7% |
| Q1 2020 | $1,222,000 | +46.7% | 49,300 | +49.7% | 0.03% | +58.8% |
| Q4 2019 | $833,000 | +171.3% | 32,926 | +170.9% | 0.02% | +142.9% |
| Q3 2019 | $307,000 | – | 12,153 | – | 0.01% | – |
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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% |