ISHARES TR's ticker is IBDV and the CUSIP is 46436E726. A total of 132 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,253,769 | +0.4% | 153,046 | +1.0% | 0.25% | -2.0% |
| Q1 2024 | $3,242,180 | +0.6% | 151,504 | +1.7% | 0.25% | -4.6% |
| Q4 2023 | $3,224,402 | +7.6% | 149,002 | +1.3% | 0.26% | -2.6% |
| Q3 2023 | $2,996,248 | +626.3% | 147,019 | +655.5% | 0.27% | +629.7% |
| Q2 2023 | $412,552 | -1.5% | 19,460 | 0.0% | 0.04% | -5.1% |
| Q1 2023 | $418,974 | +3.5% | 19,460 | 0.0% | 0.04% | -4.9% |
| Q4 2022 | $404,768 | – | 19,460 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gateway Advisory, LLC | 1,346,197 | $29,131,708 | 5.59% |
| PFG Private Wealth Management, LLC | 339,176 | $7,339,763 | 4.94% |
| 4Thought Financial Group Inc. | 168,275 | $3,641,468 | 2.63% |
| Buffington Mohr McNeal | 527,160 | $11,407,746 | 2.29% |
| Keeler Thomas Management LLC | 267,287 | $5,784,098 | 2.28% |
| Signature Wealth Management Group | 201,814 | $4,367,262 | 2.02% |
| Guidance Point Advisors, LLC | 252,010 | $5,453,621 | 2.02% |
| Platte River Wealth Advisors, LLC | 262,029 | $5,670,308 | 1.88% |
| SUMMITRY LLC | 1,472,466 | $31,864,157 | 1.85% |
| INSTRUMENTAL WEALTH, LLC | 77,252 | $1,653,195 | 1.79% |