ISHARES TR's ticker is DIVB and the CUSIP is 46435U861. A total of 41 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| Cedar Mountain Advisors, LLC | 90,659 | $3,375,234 | 1.00% |
| Kellett Wealth Advisors, LLC | 19,649 | $731,534 | 0.63% |
| Truadvice, LLC | 42,915 | $1,592,999 | 0.62% |
| Breakwater Capital Group | 38,765 | $1,405,619 | 0.48% |
| MidWestOne Financial Group, Inc. | 43,726 | $1,627,919 | 0.37% |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | 21,960 | $817,570 | 0.28% |
| Next Capital Management LLC | 12,487 | $464,891 | 0.21% |
| Princeton Global Asset Management LLC | 17,200 | $640,356 | 0.18% |
| PFG Private Wealth Management, LLC | 5,638 | $209,903 | 0.16% |
| RMR Wealth Builders | 22,232 | $827,679 | 0.13% |