ISHARES TR's ticker is IBDN and the CUSIP is 46434VBA7. A total of 129 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $2,589,000 | +0.1% | 103,450 | 0.0% | 0.07% | +7.6% |
Q2 2022 | $2,587,000 | -0.1% | 103,450 | 0.0% | 0.07% | +11.9% |
Q1 2022 | $2,590,000 | -0.4% | 103,450 | 0.0% | 0.06% | +3.5% |
Q4 2021 | $2,601,000 | -0.7% | 103,450 | 0.0% | 0.06% | -10.9% |
Q3 2021 | $2,619,000 | -0.3% | 103,450 | 0.0% | 0.06% | 0.0% |
Q2 2021 | $2,628,000 | -0.2% | 103,450 | 0.0% | 0.06% | -8.6% |
Q1 2021 | $2,634,000 | +62.4% | 103,450 | +63.0% | 0.07% | +55.6% |
Q4 2020 | $1,622,000 | -0.2% | 63,450 | 0.0% | 0.04% | -10.0% |
Q3 2020 | $1,626,000 | -0.2% | 63,450 | 0.0% | 0.05% | -9.1% |
Q2 2020 | $1,629,000 | +22.9% | 63,450 | +18.7% | 0.06% | +5.8% |
Q1 2020 | $1,325,000 | +20.6% | 53,450 | +23.0% | 0.05% | +48.6% |
Q4 2019 | $1,099,000 | -0.1% | 43,450 | 0.0% | 0.04% | -10.3% |
Q3 2019 | $1,100,000 | +0.4% | 43,450 | 0.0% | 0.04% | 0.0% |
Q2 2019 | $1,096,000 | +31.6% | 43,450 | +29.9% | 0.04% | +21.9% |
Q1 2019 | $833,000 | +71.0% | 33,450 | +67.2% | 0.03% | +45.5% |
Q3 2018 | $487,000 | – | 20,000 | – | 0.02% | – |
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% |