ISHARES TR's ticker is DIVB and the CUSIP is 46435U861. A total of 66 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,231,321 | +305.6% | 27,833 | +308.0% | 0.08% | +322.2% |
| Q1 2024 | $303,551 | +3.7% | 6,821 | -4.3% | 0.02% | -5.3% |
| Q4 2023 | $292,631 | +17.1% | 7,129 | +6.2% | 0.02% | +5.6% |
| 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 | 186,833 | $7,669,495 | 5.16% |
| Taylor Financial Group, Inc. | 42,778 | $1,756,037 | 1.44% |
| Cedar Mountain Advisors, LLC | 92,081 | $3,779,945 | 1.02% |
| Signal Advisors Wealth, LLC | 51,365 | $2,102,314 | 0.73% |
| Kellett Wealth Advisors, LLC | 20,461 | $839,939 | 0.62% |
| Breakwater Capital Group | 39,677 | $1,634,688 | 0.46% |
| MidWestOne Financial Group, Inc. | 47,970 | $1,969,169 | 0.37% |
| Family Asset Management, LLC | 11,224 | $460,745 | 0.31% |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | 10,870 | $446,214 | 0.28% |
| Next Capital Management LLC | 12,487 | $512,591 | 0.22% |