ISHARES TR's ticker is DIVB and the CUSIP is 46435U861. A total of 67 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $36,675 | -83.2% | 829 | -83.1% | 0.00% | -80.0% |
| Q1 2024 | $217,694 | -62.2% | 4,892 | -68.3% | 0.01% | -72.2% |
| Q3 2023 | $575,241 | +39.2% | 15,451 | +43.0% | 0.02% | +28.6% |
| Q2 2023 | $413,302 | +165884.7% | 10,805 | +62.2% | 0.01% | +75.0% |
| Q1 2023 | $249 | +7.8% | 6,661 | +8.4% | 0.01% | -20.0% |
| Q4 2022 | $231 | -99.9% | 6,146 | -24.3% | 0.01% | +150.0% |
| Q3 2022 | $274,000 | -25.7% | 8,119 | -20.1% | 0.00% | -50.0% |
| Q2 2022 | $369,000 | – | 10,167 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 186,833 | $7,669,495 | 5.16% |
| Taylor Financial Group, Inc. | 42,778 | $1,756,037 | 1.44% |
| Cedar Mountain Advisors, LLC | 92,081 | $3,779,945 | 1.02% |
| Signal Advisors Wealth, LLC | 51,365 | $2,102,314 | 0.73% |
| Kellett Wealth Advisors, LLC | 20,461 | $839,939 | 0.62% |
| Breakwater Capital Group | 39,677 | $1,634,688 | 0.46% |
| MidWestOne Financial Group, Inc. | 47,970 | $1,969,169 | 0.37% |
| Family Asset Management, LLC | 11,224 | $460,745 | 0.31% |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | 10,870 | $446,214 | 0.28% |
| Next Capital Management LLC | 12,487 | $512,591 | 0.22% |