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. | 174,557 | $3,631,000 | 3.27% |
| Signature Wealth Management Group | 177,182 | $3,685,386 | 1.80% |
| Guidance Point Advisors, LLC | 163,271 | $3,396,045 | 1.44% |
| Aptus Capital Advisors, LLC | 1,646,376 | $34,244,621 | 1.05% |
| ARROW FINANCIAL CORP | 278,501 | $5,793 | 0.79% |
| Bradley & Co. Private Wealth Management, LLC | 23,915 | $497,432 | 0.61% |
| Capital Investment Advisors, LLC | 900,017 | $18,720 | 0.57% |
| CGN Advisors LLC | 142,687 | $2,967,883 | 0.52% |
| Legacy Private Trust Co. | 276,080 | $5,742,463 | 0.52% |
| LITTLE HOUSE CAPITAL LLC | 46,686 | $971,066 | 0.48% |