ISHARES TR's ticker is IBDV and the CUSIP is 46436E726. A total of 30 filers reported holding ISHARES TR in Q2 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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
4Thought Financial Group Inc. | 174,557 | $3,631,000 | 3.27% |
Signature Wealth Management Group | 177,182 | $3,685,386 | 1.80% |
Guidance Point Advisors, LLC | 163,271 | $3,396,045 | 1.44% |
Aptus Capital Advisors, LLC | 1,646,376 | $34,244,621 | 1.05% |
ARROW FINANCIAL CORP | 278,501 | $5,793 | 0.79% |
Bradley & Co. Private Wealth Management, LLC | 23,915 | $497,432 | 0.61% |
Capital Investment Advisors, LLC | 900,017 | $18,720 | 0.57% |
CGN Advisors LLC | 142,687 | $2,967,883 | 0.52% |
Legacy Private Trust Co. | 276,080 | $5,742,463 | 0.52% |
LITTLE HOUSE CAPITAL LLC | 46,686 | $971,066 | 0.48% |