ISHARES TR's ticker is IBDV and the CUSIP is 46436E726. A total of 32 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,495,380 | +3.7% | 122,443 | +7.9% | 0.00% | 0.0% |
| Q2 2023 | $2,406,809 | +5.6% | 113,529 | +7.3% | 0.00% | – |
| Q1 2023 | $2,278,638 | +6.2% | 105,836 | +2.6% | 0.00% | – |
| Q4 2022 | $2,144,662 | +5.4% | 103,109 | +2.6% | 0.00% | – |
| Q3 2022 | $2,035,000 | -0.2% | 100,458 | +5.4% | 0.00% | – |
| Q2 2022 | $2,039,000 | -8.8% | 95,302 | -1.2% | 0.00% | – |
| Q1 2022 | $2,235,000 | +7.7% | 96,482 | +16.7% | 0.00% | – |
| Q4 2021 | $2,075,000 | +10.1% | 82,710 | +11.0% | 0.00% | – |
| Q3 2021 | $1,885,000 | -0.2% | 74,510 | +0.6% | 0.00% | – |
| Q2 2021 | $1,889,000 | +10.5% | 74,073 | +7.3% | 0.00% | – |
| Q1 2021 | $1,710,000 | +11.5% | 69,032 | +18.3% | 0.00% | – |
| Q4 2020 | $1,534,000 | – | 58,365 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 4Thought Financial Group Inc. | 166,813 | $3,865,000 | 3.43% |
| Guidance Point Advisors, LLC | 53,428 | $1,836,000 | 0.70% |
| Bradley & Co. Private Wealth Management, LLC | 33,756 | $782,000 | 0.67% |
| Signature Wealth Management Group | 63,544 | $1,472,000 | 0.66% |
| BENJAMIN EDWARDS INC | 88,793 | $2,057,000 | 0.60% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 402,981 | $9,337,000 | 0.42% |
| Capital Investment Advisors, LLC | 584,495 | $13,543,000 | 0.41% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 951,836 | $22,054,000 | 0.31% |
| LITTLE HOUSE CAPITAL LLC | 25,377 | $588,000 | 0.30% |
| Avestar Capital, LLC | 80,176 | $1,858,000 | 0.30% |