ISHARES TR's ticker is IBDV and the CUSIP is 46436E726. A total of 132 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,916 | +4.3% | 184,200 | +5.0% | 1.61% | +5.6% |
| Q1 2024 | $3,756 | +8.5% | 175,500 | +9.7% | 1.53% | +1.8% |
| Q4 2023 | $3,462 | +18.8% | 160,000 | +11.9% | 1.50% | +11.5% |
| Q3 2023 | $2,914 | +32.6% | 143,000 | +37.9% | 1.34% | +38.3% |
| Q2 2023 | $2,198 | +36.1% | 103,700 | +38.3% | 0.97% | +31.7% |
| Q1 2023 | $1,615 | +89.3% | 75,000 | +82.9% | 0.74% | +79.6% |
| Q4 2022 | $853 | -99.9% | 41,000 | +22.4% | 0.41% | +16.4% |
| Q3 2022 | $679,000 | – | 33,500 | – | 0.35% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gateway Advisory, LLC | 1,346,197 | $29,131,708 | 5.59% |
| PFG Private Wealth Management, LLC | 339,176 | $7,339,763 | 4.94% |
| 4Thought Financial Group Inc. | 168,275 | $3,641,468 | 2.63% |
| Buffington Mohr McNeal | 527,160 | $11,407,746 | 2.29% |
| Keeler Thomas Management LLC | 267,287 | $5,784,098 | 2.28% |
| Signature Wealth Management Group | 201,814 | $4,367,262 | 2.02% |
| Guidance Point Advisors, LLC | 252,010 | $5,453,621 | 2.02% |
| Platte River Wealth Advisors, LLC | 262,029 | $5,670,308 | 1.88% |
| SUMMITRY LLC | 1,472,466 | $31,864,157 | 1.85% |
| INSTRUMENTAL WEALTH, LLC | 77,252 | $1,653,195 | 1.79% |