ISHARES TR's ticker is IBDV and the CUSIP is 46436E726. A total of 34 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $939,429 | +26.2% | 46,096 | +31.3% | 0.00% | 0.0% |
| Q2 2023 | $744,500 | -6.2% | 35,118 | -4.7% | 0.00% | 0.0% |
| Q1 2023 | $793,625 | +10.3% | 36,861 | +6.6% | 0.00% | 0.0% |
| Q4 2022 | $719,416 | +1.0% | 34,588 | -1.5% | 0.00% | 0.0% |
| Q3 2022 | $712,000 | -4.9% | 35,119 | +0.4% | 0.00% | 0.0% |
| Q2 2022 | $749,000 | +11.0% | 34,977 | +20.1% | 0.00% | 0.0% |
| Q1 2022 | $675,000 | -7.5% | 29,115 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $730,000 | -0.9% | 29,115 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $737,000 | -0.7% | 29,115 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $742,000 | +2.9% | 29,115 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $721,000 | -5.8% | 29,115 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $765,000 | – | 29,115 | – | 0.00% | – |
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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% |