ISHARES TR's ticker is IBDV and the CUSIP is 46436E726. A total of 64 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,195,586 | +0.0% | 353,071 | +4.0% | 0.62% | +4.0% |
| Q2 2023 | $7,195,110 | +13.9% | 339,392 | +15.7% | 0.60% | +10.4% |
| Q1 2023 | $6,316,191 | +10.0% | 293,367 | +6.3% | 0.54% | +3.9% |
| Q4 2022 | $5,742,463 | +16.5% | 276,080 | +13.5% | 0.52% | +10.9% |
| Q3 2022 | $4,929,000 | +5.0% | 243,282 | +10.9% | 0.47% | +11.4% |
| Q2 2022 | $4,693,000 | +1670.9% | 219,300 | +1814.8% | 0.42% | +1900.0% |
| Q1 2022 | $265,000 | – | 11,453 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 237,333 | $4,836,854 | 3.60% |
| Gateway Advisory, LLC | 819,046 | $16,692,161 | 3.40% |
| 4Thought Financial Group Inc. | 172,641 | $3,518,419 | 2.83% |
| Platte River Wealth Advisors, LLC | 321,917 | $6,560,668 | 2.40% |
| Keeler Thomas Management LLC | 266,725 | $5,572,905 | 2.06% |
| Guidance Point Advisors, LLC | 202,846 | $4,134,024 | 1.68% |
| Peloton Wealth Strategists | 143,000 | $2,914 | 1.34% |
| ARROW FINANCIAL CORP | 542,027 | $11,046,510 | 1.30% |
| Evergreen Wealth Solutions, LLC | 62,147 | $1,266,560 | 1.28% |
| SIGMA INVESTMENT COUNSELORS INC | 776,092 | $15,816,756 | 1.19% |