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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $319,000 | +29.7% | 12,558 | +30.0% | 0.00% | – |
| Q1 2021 | $246,000 | -22.2% | 9,663 | -21.8% | 0.00% | – |
| Q4 2020 | $316,000 | +146.9% | 12,360 | +147.9% | 0.00% | – |
| Q3 2020 | $128,000 | -36.9% | 4,985 | -36.9% | 0.00% | – |
| Q2 2020 | $203,000 | -38.9% | 7,895 | -41.0% | 0.00% | – |
| Q1 2020 | $332,000 | +2666.7% | 13,384 | +2560.8% | 0.00% | – |
| Q4 2019 | $12,000 | – | 503 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Paradigm, Strategies in Wealth Management, LLC | 517,487 | $13,010,000 | 13.18% |
| Aptus Capital Advisors, LLC | 5,715,149 | $143,679,000 | 4.31% |
| Tillar-Wenstrup Advisors, LLC | 285,258 | $7,171,000 | 3.38% |
| NovaPoint Capital, LLC | 343,299 | $8,631,000 | 3.09% |
| Madden Advisory Services, Inc. | 178,958 | $4,499,000 | 2.95% |
| Cribstone Capital Management, LLC | 202,623 | $5,094,000 | 2.83% |
| BerganKDV Wealth Management, LLC | 1,057,795 | $26,593,000 | 2.78% |
| PFG Private Wealth Management, LLC | 200,215 | $5,033,000 | 2.60% |
| RVW Wealth, LLC | 828,291 | $20,823,000 | 2.33% |
| SONATA CAPITAL GROUP INC | 214,241 | $5,386,000 | 2.26% |