ISHARES TR's ticker is IBDV and the CUSIP is 46436E726. A total of 77 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,009,821 | +2.4% | 188,609 | +3.0% | 0.00% | 0.0% |
| Q1 2024 | $3,917,372 | +36.4% | 183,055 | +37.9% | 0.00% | +50.0% |
| Q4 2023 | $2,871,802 | +205.7% | 132,708 | +187.9% | 0.00% | +100.0% |
| 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 ↓ |
|---|---|---|---|
| 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% |