ISHARES TR's ticker is DIVB and the CUSIP is 46435U861. A total of 63 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $31 | -100.0% | 1 | -100.0% | 0.00% | -100.0% |
| Q1 2023 | $263,312 | +83.1% | 7,054 | +83.9% | 0.08% | -12.4% |
| Q4 2022 | $143,833 | -29.1% | 3,835 | -36.1% | 0.10% | -42.9% |
| Q3 2022 | $203,000 | -12.1% | 6,006 | -5.8% | 0.17% | +7.6% |
| Q2 2022 | $231,000 | -90.2% | 6,373 | -88.8% | 0.16% | -89.8% |
| Q1 2022 | $2,366,000 | – | 56,691 | – | 1.55% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WJ Wealth Management, LLC | 199,004 | $8,498,000 | 5.08% |
| PFG Private Wealth Management, LLC | 175,689 | $7,512,000 | 3.88% |
| ROOSEVELT INVESTMENT GROUP LLC | 684,653 | $29,276,000 | 1.62% |
| SFMG, LLC | 360,181 | $15,401,000 | 1.50% |
| Provident Wealth Management, LLC | 45,357 | $1,939,000 | 1.27% |
| LWM Advisory Services, LLC | 16,540 | $707,000 | 0.88% |
| Kellett Wealth Advisors, LLC | 20,582 | $880,000 | 0.67% |
| Claraphi Advisory Network, LLC | 10,607 | $454,000 | 0.16% |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | 5,755 | $246,000 | 0.14% |
| Argent Trust Co | 45,116 | $1,930,000 | 0.11% |