ISHARES TR's ticker is DIVB and the CUSIP is 46435U861. A total of 8 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $105,000 | -21.1% | 3,417 | -27.3% | 0.00% | 0.0% |
| Q3 2019 | $133,000 | -44.4% | 4,697 | -45.4% | 0.00% | -50.0% |
| Q2 2019 | $239,000 | +18.3% | 8,597 | +13.3% | 0.00% | 0.0% |
| Q1 2019 | $202,000 | +11.0% | 7,589 | -1.2% | 0.00% | 0.0% |
| Q4 2018 | $182,000 | -41.1% | 7,682 | -31.4% | 0.00% | -33.3% |
| Q3 2018 | $309,000 | +2990.0% | 11,203 | +2700.8% | 0.00% | – |
| Q2 2018 | $10,000 | 0.0% | 400 | 0.0% | 0.00% | – |
| Q1 2018 | $10,000 | -9.1% | 400 | 0.0% | 0.00% | – |
| Q4 2017 | $11,000 | – | 400 | – | 0.00% | – |
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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% |