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 | $393 | -8.6% | 10,560 | -6.1% | 0.00% | 0.0% |
| Q2 2023 | $430 | +2.4% | 11,246 | +0.0% | 0.00% | 0.0% |
| Q1 2023 | $420 | -6.0% | 11,242 | -5.7% | 0.00% | 0.0% |
| Q4 2022 | $447 | -99.9% | 11,921 | +20.9% | 0.00% | 0.0% |
| Q3 2022 | $333,000 | -2.9% | 9,862 | +4.1% | 0.00% | 0.0% |
| Q2 2022 | $343,000 | -3.1% | 9,470 | +11.5% | 0.00% | 0.0% |
| Q1 2022 | $354,000 | +21.6% | 8,490 | +24.9% | 0.00% | +100.0% |
| Q4 2021 | $291,000 | – | 6,800 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WEST CHESTER CAPITAL ADVISORS, INC | 21,898 | $821,393 | 1.64% |
| Provident Wealth Management, LLC | 52,961 | $1,986,567 | 1.17% |
| Cedar Mountain Advisors, LLC | 85,992 | $3,225,573 | 1.01% |
| Breakwater Capital Group | 51,187 | $1,920,024 | 1.00% |
| MBL Wealth, LLC | 117,342 | $4,401 | 0.84% |
| Kellett Wealth Advisors, LLC | 18,644 | $699,346 | 0.68% |
| Prosperity Wealth Management, Inc. | 11,105 | $416,549 | 0.39% |
| Claraphi Advisory Network, LLC | 25,060 | $940,022 | 0.37% |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | 10,940 | $410,359 | 0.32% |
| Princeton Global Asset Management LLC | 16,490 | $619 | 0.20% |