ISHARES TR's ticker is DIVB and the CUSIP is 46435U861. A total of 67 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $250,558 | -4.3% | 6,730 | -1.7% | 0.00% | 0.0% |
| Q2 2023 | $261,863 | -11.8% | 6,846 | -13.9% | 0.00% | -20.0% |
| Q1 2023 | $296,923 | -10.8% | 7,954 | -10.4% | 0.01% | -16.7% |
| Q4 2022 | $332,976 | -37.4% | 8,877 | -43.6% | 0.01% | -40.0% |
| Q3 2022 | $532,000 | -17.9% | 15,733 | -12.0% | 0.01% | -16.7% |
| Q2 2022 | $648,000 | -37.8% | 17,874 | -28.4% | 0.01% | -29.4% |
| Q1 2022 | $1,042,000 | +89.5% | 24,975 | +94.3% | 0.02% | +88.9% |
| Q4 2021 | $550,000 | +163.2% | 12,855 | +140.8% | 0.01% | +125.0% |
| Q3 2021 | $209,000 | +1.0% | 5,339 | +1.2% | 0.00% | 0.0% |
| Q2 2021 | $207,000 | – | 5,275 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cedar Mountain Advisors, LLC | 90,659 | $3,375,234 | 1.00% |
| Kellett Wealth Advisors, LLC | 19,649 | $731,534 | 0.63% |
| Truadvice, LLC | 42,915 | $1,592,999 | 0.62% |
| Breakwater Capital Group | 38,765 | $1,405,619 | 0.48% |
| MidWestOne Financial Group, Inc. | 43,726 | $1,627,919 | 0.37% |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | 21,960 | $817,570 | 0.28% |
| Meridian Financial, LLC | 6,095 | $226,935 | 0.21% |
| Next Capital Management LLC | 12,487 | $464,891 | 0.21% |
| Princeton Global Asset Management LLC | 17,200 | $640,356 | 0.18% |
| PFG Private Wealth Management, LLC | 5,638 | $209,903 | 0.16% |