ISHARES TR's ticker is IBDV and the CUSIP is 46436E726. A total of 94 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $294 | +17.1% | 14,428 | +22.1% | 0.01% | +10.0% |
| Q2 2023 | $251 | +5.0% | 11,817 | +6.3% | 0.01% | 0.0% |
| Q1 2023 | $239 | +262.1% | 11,114 | +249.5% | 0.01% | +233.3% |
| Q4 2022 | $66 | -99.9% | 3,180 | -44.4% | 0.00% | -50.0% |
| Q3 2022 | $116,000 | -10.1% | 5,715 | -5.4% | 0.01% | 0.0% |
| Q2 2022 | $129,000 | -98.6% | 6,044 | -98.5% | 0.01% | -98.6% |
| Q1 2022 | $9,337,000 | -2.0% | 402,981 | +6.1% | 0.42% | -1.7% |
| Q4 2021 | $9,529,000 | +7403.1% | 379,797 | +7440.1% | 0.42% | +6966.7% |
| Q3 2021 | $127,000 | +29.6% | 5,037 | +31.4% | 0.01% | +20.0% |
| Q2 2021 | $98,000 | +2350.0% | 3,834 | +2490.5% | 0.01% | – |
| Q1 2021 | $4,000 | – | 148 | – | 0.00% | – |
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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% |