ISHARES TR's ticker is IBDV and the CUSIP is 46436E726. A total of 44 filers reported holding ISHARES TR in Q3 2022. 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. | 170,474 | $3,454,000 | 3.40% |
| Signature Wealth Management Group | 171,901 | $3,483,000 | 1.77% |
| Guidance Point Advisors, LLC | 141,993 | $2,890,000 | 1.32% |
| Aptus Capital Advisors, LLC | 1,963,800 | $39,788,000 | 0.96% |
| Bradley & Co. Private Wealth Management, LLC | 23,583 | $478,000 | 0.57% |
| Capital Investment Advisors, LLC | 753,453 | $15,266,000 | 0.52% |
| CGN Advisors LLC | 93,894 | $1,902,000 | 0.48% |
| Legacy Private Trust Co. | 243,282 | $4,929,000 | 0.47% |
| LITTLE HOUSE CAPITAL LLC | 42,062 | $852,000 | 0.45% |
| Krilogy Financial LLC | 153,785 | $3,116,000 | 0.37% |