ISHARES TR's ticker is IBDV and the CUSIP is 46436E726. A total of 36 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 277,423 | $5,972,917 | 3.80% |
| 4Thought Financial Group Inc. | 176,932 | $3,809,357 | 3.15% |
| Keeler Thomas Management LLC | 196,047 | $4,220,890 | 1.98% |
| Signature Wealth Management Group | 187,556 | $4,038,082 | 1.92% |
| Guidance Point Advisors, LLC | 179,479 | $3,864,198 | 1.56% |
| Evergreen Wealth Solutions, LLC | 54,232 | $1,168 | 1.35% |
| Aptus Capital Advisors, LLC | 1,929,274 | $41,537,269 | 1.12% |
| SIGMA INVESTMENT COUNSELORS INC | 631,143 | $13,588,511 | 1.06% |
| ARROW FINANCIAL CORP | 342,249 | $7,368,621 | 0.96% |
| Peloton Wealth Strategists | 75,000 | $1,615 | 0.74% |