ISHARES TR's ticker is IBDV and the CUSIP is 46436E726. A total of 34 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $15,479,000 | -5.3% | 763,968 | +0.1% | 0.26% | +1.2% |
| Q2 2022 | $16,337,000 | -25.9% | 763,414 | -19.8% | 0.26% | -17.2% |
| Q1 2022 | $22,054,000 | -5.2% | 951,836 | +2.6% | 0.31% | -0.3% |
| Q4 2021 | $23,266,000 | +23.6% | 927,298 | +24.6% | 0.31% | +17.0% |
| Q3 2021 | $18,828,000 | -0.4% | 744,280 | +0.4% | 0.26% | +5.2% |
| Q2 2021 | $18,905,000 | +5.9% | 741,374 | +2.9% | 0.25% | 0.0% |
| Q1 2021 | $17,851,000 | -0.1% | 720,678 | +6.0% | 0.25% | -5.6% |
| Q4 2020 | $17,874,000 | +1.8% | 679,995 | -0.3% | 0.27% | -7.0% |
| Q3 2020 | $17,562,000 | – | 681,796 | – | 0.29% | – |
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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% |