ISHARES TR's ticker is IBDV and the CUSIP is 46436E726. A total of 3 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,061,000 | +95.1% | 248,326 | +103.0% | 0.00% | 0.0% |
Q2 2023 | $2,594,000 | +13.8% | 122,343 | +15.5% | 0.00% | 0.0% |
Q1 2023 | $2,280,000 | +19.2% | 105,880 | +15.2% | 0.00% | 0.0% |
Q4 2022 | $1,912,000 | +3.2% | 91,921 | +0.5% | 0.00% | 0.0% |
Q3 2022 | $1,852,000 | -3.5% | 91,425 | +1.9% | 0.00% | 0.0% |
Q2 2022 | $1,919,000 | +8.2% | 89,685 | +17.2% | 0.00% | – |
Q1 2022 | $1,774,000 | -11.0% | 76,551 | -3.6% | 0.00% | – |
Q4 2021 | $1,993,000 | +7.6% | 79,436 | +8.5% | 0.00% | – |
Q3 2021 | $1,852,000 | +11.5% | 73,215 | +12.4% | 0.00% | – |
Q2 2021 | $1,661,000 | +13.5% | 65,122 | +10.1% | 0.00% | – |
Q1 2021 | $1,464,000 | +205.6% | 59,122 | +224.6% | 0.00% | – |
Q4 2020 | $479,000 | +2295.0% | 18,214 | +2290.3% | 0.00% | – |
Q3 2020 | $20,000 | – | 762 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
4Thought Financial Group Inc. | 163,762 | $4,109,000 | 3.32% |
Legacy CG, LLC | 143,790 | $3,608,000 | 2.17% |
Bradley & Co. Private Wealth Management, LLC | 33,756 | $847,000 | 0.68% |
BENJAMIN EDWARDS INC | 80,939 | $2,031,000 | 0.66% |
Signature Wealth Management Group | 45,026 | $1,130,000 | 0.57% |
BENJAMIN F. EDWARDS & COMPANY, INC. | 379,797 | $9,529,000 | 0.42% |
Krilogy Financial LLC | 160,002 | $4,014,000 | 0.40% |
LITTLE HOUSE CAPITAL LLC | 29,656 | $744,000 | 0.39% |
Capital Investment Advisors, LLC | 512,064 | $12,848,000 | 0.39% |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 927,298 | $23,266,000 | 0.31% |