ISHARES TR's ticker is IBDV and the CUSIP is 46436E726. A total of 94 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23,965 | -91.4% | 1,176 | -91.1% | 0.00% | -100.0% |
| Q2 2023 | $280,136 | +25.8% | 13,214 | +27.7% | 0.00% | – |
| Q1 2023 | $222,726 | +7.1% | 10,345 | +3.4% | 0.00% | – |
| Q4 2022 | $208,000 | -22.1% | 10,009 | -23.9% | 0.00% | -100.0% |
| Q3 2022 | $267,000 | -5.3% | 13,161 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $282,000 | -7.8% | 13,161 | -0.4% | 0.00% | 0.0% |
| Q1 2022 | $306,000 | +436.8% | 13,214 | +477.3% | 0.00% | – |
| Q4 2021 | $57,000 | 0.0% | 2,289 | +0.4% | 0.00% | – |
| Q3 2021 | $57,000 | -1.7% | 2,280 | 0.0% | 0.00% | – |
| Q2 2021 | $58,000 | +93.3% | 2,280 | +91.6% | 0.00% | – |
| Q1 2021 | $30,000 | -11.8% | 1,190 | -9.8% | 0.00% | – |
| Q4 2020 | $34,000 | +385.7% | 1,320 | +363.2% | 0.00% | – |
| Q3 2020 | $7,000 | – | 285 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 277,423 | $5,972,917 | 3.80% |
| 4Thought Financial Group Inc. | 176,932 | $3,809,357 | 3.15% |
| Keeler Thomas Management LLC | 196,047 | $4,220,890 | 1.98% |
| Signature Wealth Management Group | 187,556 | $4,038,082 | 1.92% |
| Guidance Point Advisors, LLC | 179,479 | $3,864,198 | 1.56% |
| Evergreen Wealth Solutions, LLC | 54,232 | $1,168 | 1.35% |
| Aptus Capital Advisors, LLC | 1,929,274 | $41,537,269 | 1.12% |
| SIGMA INVESTMENT COUNSELORS INC | 631,143 | $13,588,511 | 1.06% |
| ARROW FINANCIAL CORP | 342,249 | $7,368,621 | 0.96% |
| Peloton Wealth Strategists | 75,000 | $1,615 | 0.74% |