ISHARES TR's ticker is IBDN and the CUSIP is 46434VBA7. A total of 210 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $7,520,000 | -28.3% | 300,420 | -28.3% | 0.60% | -25.7% |
| Q2 2022 | $10,482,000 | -3.0% | 419,118 | -2.9% | 0.80% | +7.9% |
| Q1 2022 | $10,808,000 | +3.0% | 431,616 | +3.4% | 0.74% | +6.4% |
| Q4 2021 | $10,491,000 | +22.2% | 417,299 | +23.1% | 0.70% | +9.2% |
| Q3 2021 | $8,583,000 | +7.0% | 338,999 | +7.6% | 0.64% | -2.3% |
| Q2 2021 | $8,021,000 | 0.0% | 315,036 | 0.0% | 0.65% | 0.0% |
| Q1 2021 | $8,021,000 | +5.8% | 315,036 | +6.2% | 0.65% | -0.2% |
| Q4 2020 | $7,584,000 | +6.5% | 296,586 | +6.8% | 0.66% | +5.8% |
| Q3 2020 | $7,120,000 | +2.7% | 277,811 | +2.9% | 0.62% | -8.2% |
| Q2 2020 | $6,931,000 | +20.0% | 269,901 | +15.8% | 0.67% | +0.7% |
| Q1 2020 | $5,776,000 | +3.6% | 232,995 | +5.7% | 0.67% | +28.2% |
| Q4 2019 | $5,573,000 | +25.2% | 220,360 | +25.4% | 0.52% | +14.2% |
| Q3 2019 | $4,451,000 | +12.2% | 175,780 | +11.8% | 0.46% | +9.3% |
| Q2 2019 | $3,968,000 | +11.4% | 157,280 | +10.0% | 0.42% | +5.0% |
| Q1 2019 | $3,562,000 | +99.1% | 143,000 | +93.2% | 0.40% | +76.9% |
| Q4 2018 | $1,789,000 | +22.5% | 74,025 | +23.3% | 0.22% | +43.3% |
| Q3 2018 | $1,460,000 | +3.4% | 60,025 | +3.4% | 0.16% | -1.9% |
| Q2 2018 | $1,412,000 | +17.6% | 58,025 | +18.4% | 0.16% | +14.3% |
| Q1 2018 | $1,201,000 | +4.5% | 49,000 | +6.5% | 0.14% | +3.7% |
| Q4 2017 | $1,149,000 | +21.3% | 46,000 | +22.7% | 0.14% | +15.4% |
| Q3 2017 | $947,000 | +88.3% | 37,500 | +87.5% | 0.12% | +82.8% |
| Q2 2017 | $503,000 | – | 20,000 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Paradigm, Strategies in Wealth Management, LLC | 492,025 | $12,497,000 | 11.24% |
| BerganKDV Wealth Management, LLC | 1,570,311 | $39,886,000 | 4.73% |
| PFG Private Wealth Management, LLC | 269,929 | $6,856,000 | 4.44% |
| NovaPoint Capital, LLC | 361,774 | $9,189,000 | 3.80% |
| Aptus Capital Advisors, LLC | 4,523,245 | $114,890,000 | 3.36% |
| Tillar-Wenstrup Advisors, LLC | 279,989 | $7,112,000 | 3.24% |
| RVW Wealth, LLC | 819,348 | $21,000,000 | 2.62% |
| Cribstone Capital Management, LLC | 161,640 | $4,106,000 | 2.49% |
| SONATA CAPITAL GROUP INC | 204,978 | $5,206,000 | 2.37% |
| MV CAPITAL MANAGEMENT, INC. | 528,240 | $13,417,000 | 2.28% |