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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $3,186,000 | -3.6% | 125,125 | -3.2% | 0.39% | -11.9% |
| Q4 2020 | $3,305,000 | -1.0% | 129,240 | -0.7% | 0.44% | -11.4% |
| Q3 2020 | $3,337,000 | +2.8% | 130,195 | +3.0% | 0.50% | -3.3% |
| Q2 2020 | $3,246,000 | -5.6% | 126,410 | -8.8% | 0.52% | -20.8% |
| Q1 2020 | $3,438,000 | +61.9% | 138,665 | +65.2% | 0.66% | +119.8% |
| Q4 2019 | $2,123,000 | – | 83,930 | – | 0.30% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Argent Wealth Management LLC | 1,295,239 | $33,184,000 | 5.51% |
| MV CAPITAL MANAGEMENT, INC. | 569,489 | $14,624,000 | 3.44% |
| PFG Private Wealth Management, LLC | 136,488 | $3,505,000 | 3.30% |
| First Fiduciary Investment Counsel, Inc. | 72,595 | $18,642,000 | 3.27% |
| Day & Ennis, LLC | 248,320 | $6,377,000 | 3.15% |
| AlphaMark Advisors, LLC | 265,510 | $6,818,000 | 2.94% |
| RVW Wealth, LLC | 623,715 | $16,017,000 | 2.93% |
| Aptus Capital Advisors, LLC | 1,675,920 | $42,942,000 | 2.70% |
| Fragasso Group Inc. | 582,420 | $14,951,000 | 2.54% |
| Matthew Goff Investment Advisor, LLC | 301,923 | $7,753,000 | 2.54% |