ISHARES TR's ticker is DIVB and the CUSIP is 46435U861. A total of 8 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $37,000 | +5.7% | 1,280 | 0.0% | 0.02% | +5.0% |
| Q2 2020 | $35,000 | +59.1% | 1,280 | +35.6% | 0.02% | +42.9% |
| Q1 2020 | $22,000 | -18.5% | 944 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $27,000 | 0.0% | 944 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $27,000 | +3.8% | 944 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $26,000 | 0.0% | 944 | 0.0% | 0.01% | +100.0% |
| Q1 2019 | $26,000 | – | 944 | – | 0.01% | – |
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% |