ISHARES TR's ticker is IBDV and the CUSIP is 46436E726. A total of 26 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $671,416 | -4.9% | 32,945 | -1.1% | 0.00% | 0.0% |
| Q2 2023 | $705,893 | -0.4% | 33,297 | +1.2% | 0.00% | 0.0% |
| Q1 2023 | $708,592 | +4.4% | 32,912 | +0.9% | 0.00% | 0.0% |
| Q4 2022 | $678,600 | +124.0% | 32,625 | +118.3% | 0.00% | +50.0% |
| Q3 2022 | $303,000 | -6.2% | 14,946 | -0.8% | 0.00% | 0.0% |
| Q2 2022 | $323,000 | +11.4% | 15,071 | +20.2% | 0.00% | 0.0% |
| Q1 2022 | $290,000 | +0.3% | 12,536 | +8.7% | 0.00% | 0.0% |
| Q4 2021 | $289,000 | -5.6% | 11,529 | -4.6% | 0.00% | -33.3% |
| Q3 2021 | $306,000 | +524.5% | 12,088 | +526.0% | 0.00% | – |
| Q2 2021 | $49,000 | +2.1% | 1,931 | 0.0% | 0.00% | -100.0% |
| Q1 2021 | $48,000 | -5.9% | 1,931 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $51,000 | +2.0% | 1,931 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $50,000 | – | 1,931 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 237,333 | $4,836,854 | 3.60% |
| Gateway Advisory, LLC | 819,046 | $16,692,161 | 3.40% |
| 4Thought Financial Group Inc. | 172,641 | $3,518,419 | 2.83% |
| Platte River Wealth Advisors, LLC | 321,917 | $6,560,668 | 2.40% |
| Keeler Thomas Management LLC | 266,725 | $5,572,905 | 2.06% |
| Guidance Point Advisors, LLC | 202,846 | $4,134,024 | 1.68% |
| Peloton Wealth Strategists | 143,000 | $2,914 | 1.34% |
| ARROW FINANCIAL CORP | 542,027 | $11,046,510 | 1.30% |
| Evergreen Wealth Solutions, LLC | 62,147 | $1,266,560 | 1.28% |
| SIGMA INVESTMENT COUNSELORS INC | 776,092 | $15,816,756 | 1.19% |