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 | $1,294,564 | +2.7% | 60,892 | +3.4% | 0.21% | -0.9% |
| Q1 2024 | $1,260,118 | -1.9% | 58,884 | -0.8% | 0.21% | -9.8% |
| Q4 2023 | $1,284,356 | -12.5% | 59,351 | -17.6% | 0.24% | -20.1% |
| Q3 2023 | $1,468,216 | +3.1% | 72,042 | +6.8% | 0.29% | +8.9% |
| Q2 2023 | $1,424,396 | +13.6% | 67,443 | +16.7% | 0.27% | +3.4% |
| Q1 2023 | $1,253,790 | +9.9% | 57,805 | +5.4% | 0.26% | -0.4% |
| Q4 2022 | $1,140,880 | – | 54,850 | – | 0.26% | – |
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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% |