ISHARES TR's ticker is DIVB and the CUSIP is 46435U861. A total of 27 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $35,000 | -12.5% | 955 | +0.4% | 0.01% | 0.0% |
| Q1 2022 | $40,000 | 0.0% | 951 | +0.4% | 0.01% | 0.0% |
| Q4 2021 | $40,000 | +8.1% | 947 | +0.5% | 0.01% | 0.0% |
| Q3 2021 | $37,000 | 0.0% | 942 | +0.3% | 0.01% | 0.0% |
| Q2 2021 | $37,000 | +5.7% | 939 | +0.4% | 0.01% | -12.5% |
| Q1 2021 | $35,000 | +12.9% | 935 | +0.4% | 0.01% | 0.0% |
| Q4 2020 | $31,000 | +14.8% | 931 | +0.6% | 0.01% | -11.1% |
| Q3 2020 | $27,000 | +8.0% | 925 | +0.5% | 0.01% | -10.0% |
| Q2 2020 | $25,000 | +19.0% | 920 | +1.0% | 0.01% | 0.0% |
| Q1 2020 | $21,000 | -25.0% | 911 | 0.0% | 0.01% | -9.1% |
| Q4 2019 | $28,000 | +12.0% | 911 | +1.1% | 0.01% | 0.0% |
| Q3 2019 | $25,000 | 0.0% | 901 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $25,000 | +4.2% | 901 | 0.0% | 0.01% | -8.3% |
| Q1 2019 | $24,000 | +14.3% | 901 | 0.0% | 0.01% | -14.3% |
| Q4 2018 | $21,000 | -16.0% | 901 | 0.0% | 0.01% | -6.7% |
| Q3 2018 | $25,000 | +8.7% | 901 | +0.1% | 0.02% | -40.0% |
| Q2 2018 | $23,000 | – | 900 | – | 0.02% | – |
Download | ||||||
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% |