ISHARES TR's ticker is DIVB and the CUSIP is 46435U861. A total of 23 filers reported holding ISHARES TR in Q2 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 ↓ |
|---|---|---|---|
| WJ Wealth Management, LLC | 150,258 | $5,884,000 | 3.91% |
| ROOSEVELT INVESTMENT GROUP LLC | 637,185 | $24,971,000 | 1.55% |
| Provident Wealth Management, LLC | 43,264 | $1,696,000 | 1.29% |
| Claraphi Advisory Network, LLC | 8,637 | $338,000 | 0.12% |
| Argent Trust Co | 44,489 | $1,743,000 | 0.11% |
| LIBERTY WEALTH MANAGEMENT LLC | 4,444 | $174,000 | 0.06% |
| Dynamic Advisor Solutions LLC | 12,325 | $483,000 | 0.04% |
| Cetera Investment Advisers | 26,408 | $1,035,000 | 0.02% |
| Advisory Services Network, LLC | 9,807 | $384,000 | 0.01% |
| OSAIC HOLDINGS, INC. | 113,426 | $4,445,000 | 0.01% |