ISHARES TR's ticker is IBDV and the CUSIP is 46436E726. A total of 148 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $552,760 | -0.7% | 26,000 | 0.0% | 0.04% | 0.0% |
| Q1 2024 | $556,400 | -1.1% | 26,000 | 0.0% | 0.04% | -11.6% |
| Q4 2023 | $562,640 | +6.2% | 26,000 | 0.0% | 0.04% | -6.5% |
| Q3 2023 | $529,880 | +149.9% | 26,000 | +160.0% | 0.05% | +155.6% |
| Q2 2023 | $212,000 | -1.5% | 10,000 | 0.0% | 0.02% | -10.0% |
| Q1 2023 | $215,300 | +3.5% | 10,000 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $208,000 | – | 10,000 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 296,134 | $6,278,048 | 3.70% |
| Gateway Advisory, LLC | 807,316 | $17,115,099 | 3.63% |
| 4Thought Financial Group Inc. | 167,395 | $3,548,786 | 2.83% |
| Platte River Wealth Advisors, LLC | 326,432 | $6,920,358 | 2.42% |
| Keeler Thomas Management LLC | 253,955 | $5,389,230 | 2.18% |
| Signature Wealth Management Group | 191,873 | $4,067,704 | 1.89% |
| Guidance Point Advisors, LLC | 185,874 | $3,940,556 | 1.51% |
| Evergreen Wealth Solutions, LLC | 56,297 | $1,193,507 | 1.20% |
| SIGMA INVESTMENT COUNSELORS INC | 721,711 | $15,300,275 | 1.12% |
| Peloton Wealth Strategists | 103,700 | $2,198 | 0.97% |