ISHARES TR's ticker is DIVB and the CUSIP is 46435U861. A total of 16 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $209,771 | -72.5% | 5,619 | -72.4% | 0.00% | -71.4% |
| Q4 2022 | $763,864 | -22.8% | 20,364 | -30.5% | 0.01% | -65.0% |
| Q3 2022 | $989,000 | -11.3% | 29,284 | -4.8% | 0.02% | +11.1% |
| Q2 2022 | $1,115,000 | -11.9% | 30,749 | +1.4% | 0.02% | 0.0% |
| Q1 2022 | $1,265,000 | +2.6% | 30,323 | +5.2% | 0.02% | 0.0% |
| Q4 2021 | $1,233,000 | +19.1% | 28,830 | +9.2% | 0.02% | +12.5% |
| Q3 2021 | $1,035,000 | +39.1% | 26,408 | +39.4% | 0.02% | +33.3% |
| Q2 2021 | $744,000 | +70.3% | 18,949 | +60.3% | 0.01% | +33.3% |
| Q1 2021 | $437,000 | – | 11,821 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WEST CHESTER CAPITAL ADVISORS, INC | 21,898 | $821,393 | 1.64% |
| Provident Wealth Management, LLC | 52,961 | $1,986,567 | 1.17% |
| Cedar Mountain Advisors, LLC | 85,992 | $3,225,573 | 1.01% |
| Breakwater Capital Group | 51,187 | $1,920,024 | 1.00% |
| MBL Wealth, LLC | 117,342 | $4,401 | 0.84% |
| Kellett Wealth Advisors, LLC | 18,644 | $699,346 | 0.68% |
| Prosperity Wealth Management, Inc. | 11,105 | $416,549 | 0.39% |
| Claraphi Advisory Network, LLC | 25,060 | $940,022 | 0.37% |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | 10,940 | $410,359 | 0.32% |
| Princeton Global Asset Management LLC | 16,490 | $619 | 0.20% |