ISHARES TR's ticker is IBDV and the CUSIP is 46436E726. A total of 57 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $25,421,360 | -29.7% | 1,247,368 | -26.8% | 0.69% | -20.2% |
| Q2 2023 | $36,140,340 | -13.0% | 1,704,733 | -11.6% | 0.87% | -22.3% |
| Q1 2023 | $41,537,269 | +21.3% | 1,929,274 | +17.2% | 1.12% | +6.2% |
| Q4 2022 | $34,244,621 | -13.9% | 1,646,376 | -16.2% | 1.05% | +9.7% |
| Q3 2022 | $39,788,000 | +18.2% | 1,963,800 | +24.9% | 0.96% | +9.5% |
| Q2 2022 | $33,656,000 | – | 1,572,720 | – | 0.88% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 4Thought Financial Group Inc. | 166,813 | $3,865,000 | 3.43% |
| Guidance Point Advisors, LLC | 53,428 | $1,836,000 | 0.70% |
| Bradley & Co. Private Wealth Management, LLC | 33,756 | $782,000 | 0.67% |
| Signature Wealth Management Group | 63,544 | $1,472,000 | 0.66% |
| BENJAMIN EDWARDS INC | 88,793 | $2,057,000 | 0.60% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 402,981 | $9,337,000 | 0.42% |
| Capital Investment Advisors, LLC | 584,495 | $13,543,000 | 0.41% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 951,836 | $22,054,000 | 0.31% |
| LITTLE HOUSE CAPITAL LLC | 25,377 | $588,000 | 0.30% |
| Avestar Capital, LLC | 80,176 | $1,858,000 | 0.30% |