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
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 4Thought Financial Group Inc. | 137,878 | $3,415,000 | 3.29% |
| Bradley & Co. Private Wealth Management, LLC | 31,436 | $779,000 | 0.72% |
| Krilogy Financial LLC | 160,589 | $3,978,000 | 0.42% |
| Signature Wealth Management Group | 22,567 | $559,000 | 0.33% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 720,678 | $17,851,000 | 0.25% |
| Capital Investment Advisors, LLC | 206,654 | $5,119,000 | 0.19% |
| CGN Advisors LLC | 20,711 | $513,000 | 0.18% |
| BENJAMIN EDWARDS INC | 8,489 | $210,000 | 0.16% |
| Retirement Group, LLC | 4,034 | $100,000 | 0.04% |
| Sandy Spring Bank | 22,940 | $568,000 | 0.03% |