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 | $602 | -4.7% | 29,560 | -0.9% | 0.14% | -2.7% |
| Q2 2023 | $632 | -0.2% | 29,824 | +1.5% | 0.15% | -4.5% |
| Q1 2023 | $633 | +9.9% | 29,393 | +6.1% | 0.15% | +2.0% |
| Q4 2022 | $576 | -99.9% | 27,714 | -4.9% | 0.15% | -14.7% |
| Q3 2022 | $590,000 | +0.7% | 29,128 | +6.4% | 0.18% | +2.9% |
| Q2 2022 | $586,000 | -71.5% | 27,379 | -69.2% | 0.17% | -71.2% |
| Q1 2022 | $2,057,000 | +1.3% | 88,793 | +9.7% | 0.60% | -9.1% |
| Q4 2021 | $2,031,000 | +615.1% | 80,939 | +620.8% | 0.66% | +280.3% |
| Q3 2021 | $284,000 | +31.5% | 11,229 | +32.5% | 0.17% | +16.9% |
| Q2 2021 | $216,000 | +2.9% | 8,475 | -0.2% | 0.15% | -7.5% |
| Q1 2021 | $210,000 | +7.7% | 8,489 | +14.3% | 0.16% | +6.0% |
| Q4 2020 | $195,000 | – | 7,429 | – | 0.15% | – |
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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% |