ISHARES TR's ticker is IBDV and the CUSIP is 46436E726. A total of 40 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $4,067,704 | +0.7% | 191,873 | +2.3% | 1.89% | -1.1% |
| Q1 2023 | $4,038,082 | +9.6% | 187,556 | +5.9% | 1.92% | +6.3% |
| Q4 2022 | $3,685,386 | +5.8% | 177,182 | +3.1% | 1.80% | +1.8% |
| Q3 2022 | $3,483,000 | +3.8% | 171,901 | +9.6% | 1.77% | +8.5% |
| Q2 2022 | $3,357,000 | +128.1% | 156,873 | +146.9% | 1.63% | +146.2% |
| Q1 2022 | $1,472,000 | +30.3% | 63,544 | +41.1% | 0.66% | +16.3% |
| Q4 2021 | $1,130,000 | +3.6% | 45,026 | +4.4% | 0.57% | -5.9% |
| Q3 2021 | $1,091,000 | +1.4% | 43,117 | +2.2% | 0.61% | +1.2% |
| Q2 2021 | $1,076,000 | +92.5% | 42,196 | +87.0% | 0.60% | +82.1% |
| Q1 2021 | $559,000 | – | 22,567 | – | 0.33% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 237,333 | $4,836,854 | 3.60% |
| Gateway Advisory, LLC | 819,046 | $16,692,161 | 3.40% |
| 4Thought Financial Group Inc. | 172,641 | $3,518,419 | 2.83% |
| Platte River Wealth Advisors, LLC | 321,917 | $6,560,668 | 2.40% |
| Keeler Thomas Management LLC | 266,725 | $5,572,905 | 2.06% |
| Guidance Point Advisors, LLC | 202,846 | $4,134,024 | 1.68% |
| Peloton Wealth Strategists | 143,000 | $2,914 | 1.34% |
| ARROW FINANCIAL CORP | 542,027 | $11,046,510 | 1.30% |
| Evergreen Wealth Solutions, LLC | 62,147 | $1,266,560 | 1.28% |
| SIGMA INVESTMENT COUNSELORS INC | 776,092 | $15,816,756 | 1.19% |