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 ↓ |
|---|---|---|---|
| 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% |