ISHARES TR's ticker is DIVB and the CUSIP is 46435U861. A total of 58 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $243 | -7.6% | 6,522 | -5.1% | 0.04% | -5.1% |
| Q2 2023 | $263 | -24.6% | 6,874 | -26.4% | 0.04% | -31.6% |
| Q1 2023 | $349 | -0.3% | 9,336 | 0.0% | 0.06% | -6.6% |
| Q4 2022 | $350 | -99.9% | 9,336 | -30.8% | 0.06% | -31.5% |
| Q3 2022 | $456,000 | -27.7% | 13,493 | -22.4% | 0.09% | -24.6% |
| Q2 2022 | $631,000 | -10.0% | 17,399 | +3.6% | 0.12% | +0.9% |
| Q1 2022 | $701,000 | +5292.3% | 16,802 | +5482.1% | 0.12% | +5750.0% |
| Q4 2021 | $13,000 | – | 301 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WJ Wealth Management, LLC | 199,004 | $8,498,000 | 5.08% |
| PFG Private Wealth Management, LLC | 175,689 | $7,512,000 | 3.88% |
| ROOSEVELT INVESTMENT GROUP LLC | 684,653 | $29,276,000 | 1.62% |
| SFMG, LLC | 360,181 | $15,401,000 | 1.50% |
| Provident Wealth Management, LLC | 45,357 | $1,939,000 | 1.27% |
| LWM Advisory Services, LLC | 16,540 | $707,000 | 0.88% |
| Kellett Wealth Advisors, LLC | 20,582 | $880,000 | 0.67% |
| Claraphi Advisory Network, LLC | 10,607 | $454,000 | 0.16% |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | 5,755 | $246,000 | 0.14% |
| Argent Trust Co | 45,116 | $1,930,000 | 0.11% |