ISHARES TR's ticker is DIVB and the CUSIP is 46435U861. A total of 57 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $599,000 | -35.9% | 16,090 | -34.1% | 0.00% | – |
Q2 2023 | $934,000 | +260.6% | 24,415 | +252.8% | 0.00% | – |
Q1 2023 | $259,000 | -59.1% | 6,920 | -58.9% | 0.00% | – |
Q4 2022 | $633,000 | +35.3% | 16,852 | +21.6% | 0.00% | – |
Q3 2022 | $468,000 | +18.8% | 13,854 | +27.2% | 0.00% | – |
Q2 2022 | $394,000 | -85.4% | 10,889 | -83.1% | 0.00% | -100.0% |
Q1 2022 | $2,696,000 | +495.1% | 64,606 | +510.3% | 0.00% | – |
Q4 2021 | $453,000 | -21.5% | 10,586 | -28.1% | 0.00% | – |
Q3 2021 | $577,000 | +122.8% | 14,716 | +123.1% | 0.00% | – |
Q2 2021 | $259,000 | +463.0% | 6,595 | +434.4% | 0.00% | – |
Q1 2021 | $46,000 | -11.5% | 1,234 | -21.0% | 0.00% | – |
Q4 2020 | $52,000 | +15.6% | 1,562 | 0.0% | 0.00% | – |
Q3 2020 | $45,000 | -55.0% | 1,562 | -57.3% | 0.00% | – |
Q2 2020 | $100,000 | +19.0% | 3,657 | 0.0% | 0.00% | – |
Q1 2020 | $84,000 | -89.5% | 3,657 | -85.9% | 0.00% | – |
Q4 2019 | $799,000 | +13.3% | 26,027 | +4.1% | 0.00% | – |
Q3 2019 | $705,000 | +285.2% | 24,992 | +278.3% | 0.00% | – |
Q2 2019 | $183,000 | – | 6,606 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
WJ Wealth Management, LLC | 199,004 | $8,498,000 | 5.08% |
PFG Private Wealth Management, LLC | 175,689 | $7,512,000 | 3.88% |
ROOSEVELT INVESTMENT GROUP LLC | 684,653 | $29,276,000 | 1.62% |
SFMG, LLC | 360,181 | $15,401,000 | 1.50% |
Provident Wealth Management, LLC | 45,357 | $1,939,000 | 1.27% |
LWM Advisory Services, LLC | 16,540 | $707,000 | 0.88% |
Kellett Wealth Advisors, LLC | 20,582 | $880,000 | 0.67% |
Claraphi Advisory Network, LLC | 10,607 | $454,000 | 0.16% |
TANDEM CAPITAL MANAGEMENT CORP /ADV | 5,755 | $246,000 | 0.14% |
Argent Trust Co | 45,116 | $1,930,000 | 0.11% |