ISHARES TR's ticker is DIVB and the CUSIP is 46435U861. A total of 41 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $275 | +11.3% | 7,376 | +14.0% | 0.00% | 0.0% |
| Q2 2023 | $247 | +2.5% | 6,469 | +0.2% | 0.00% | 0.0% |
| Q1 2023 | $241 | -13.6% | 6,456 | -13.1% | 0.00% | 0.0% |
| Q4 2022 | $279 | -99.9% | 7,425 | +16.4% | 0.00% | 0.0% |
| Q3 2022 | $216,000 | -22.3% | 6,381 | -16.1% | 0.00% | 0.0% |
| Q2 2022 | $278,000 | -10.3% | 7,606 | +2.4% | 0.00% | 0.0% |
| Q1 2022 | $310,000 | +19.7% | 7,431 | +22.7% | 0.00% | 0.0% |
| Q4 2021 | $259,000 | +10.2% | 6,057 | +0.8% | 0.00% | 0.0% |
| Q3 2021 | $235,000 | – | 6,007 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 192,866 | $6,995,000 | 3.92% |
| ROOSEVELT INVESTMENT GROUP LLC | 755,007 | $27,384,000 | 1.97% |
| SFMG, LLC | 419,895 | $15,230,000 | 1.77% |
| Kellett Wealth Advisors, LLC | 24,887 | $903,000 | 1.17% |
| Cedar Mountain Advisors, LLC | 82,689 | $2,999,000 | 1.03% |
| Provident Wealth Management, LLC | 42,096 | $1,527,000 | 0.97% |
| Townsend & Associates, Inc | 41,680 | $1,533,000 | 0.71% |
| MBL Wealth, LLC | 69,289 | $2,513 | 0.63% |
| Claraphi Advisory Network, LLC | 27,048 | $981,000 | 0.34% |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | 7,485 | $271,000 | 0.22% |