ISHARES TR's ticker is DIVB and the CUSIP is 46435U861. A total of 68 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $249,845 | -9.7% | 6,711 | -7.3% | 0.02% | -10.0% |
| Q2 2023 | $276,774 | -37.3% | 7,236 | -38.8% | 0.02% | -37.5% |
| Q1 2023 | $441,640 | -31.6% | 11,831 | -31.2% | 0.03% | -33.3% |
| Q4 2022 | $645,294 | -66.4% | 17,203 | -69.8% | 0.05% | -69.8% |
| Q3 2022 | $1,922,000 | +16.6% | 56,895 | +25.2% | 0.16% | +18.7% |
| Q2 2022 | $1,648,000 | – | 45,432 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 192,866 | $6,995,000 | 3.92% |
| ROOSEVELT INVESTMENT GROUP LLC | 755,007 | $27,384,000 | 1.97% |
| SFMG, LLC | 419,895 | $15,230,000 | 1.77% |
| Kellett Wealth Advisors, LLC | 24,887 | $903,000 | 1.17% |
| Cedar Mountain Advisors, LLC | 82,689 | $2,999,000 | 1.03% |
| Provident Wealth Management, LLC | 42,096 | $1,527,000 | 0.97% |
| Townsend & Associates, Inc | 41,680 | $1,533,000 | 0.71% |
| MBL Wealth, LLC | 69,289 | $2,513 | 0.63% |
| Claraphi Advisory Network, LLC | 27,048 | $981,000 | 0.34% |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | 7,485 | $271,000 | 0.22% |