ISHARES TR's ticker is DIVB and the CUSIP is 46435U861. A total of 58 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,971,509 | -0.8% | 52,813 | -0.3% | 1.01% | -13.5% |
| Q4 2022 | $1,986,567 | +15.8% | 52,961 | +4.3% | 1.17% | +12.3% |
| Q3 2022 | $1,716,000 | +12.4% | 50,785 | +20.6% | 1.04% | +7.1% |
| Q2 2022 | $1,527,000 | -18.9% | 42,096 | -6.8% | 0.97% | -15.2% |
| Q1 2022 | $1,884,000 | -2.8% | 45,145 | -0.5% | 1.14% | -10.2% |
| Q4 2021 | $1,939,000 | +14.3% | 45,357 | +4.8% | 1.27% | -1.0% |
| Q3 2021 | $1,696,000 | +2.0% | 43,264 | +2.2% | 1.29% | -7.9% |
| Q2 2021 | $1,662,000 | – | 42,317 | – | 1.40% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cedar Mountain Advisors, LLC | 90,659 | $3,375,234 | 1.00% |
| Kellett Wealth Advisors, LLC | 19,649 | $731,534 | 0.63% |
| Truadvice, LLC | 42,915 | $1,592,999 | 0.62% |
| Breakwater Capital Group | 38,765 | $1,405,619 | 0.48% |
| MidWestOne Financial Group, Inc. | 43,726 | $1,627,919 | 0.37% |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | 21,960 | $817,570 | 0.28% |
| Meridian Financial, LLC | 6,095 | $226,935 | 0.21% |
| Next Capital Management LLC | 12,487 | $464,891 | 0.21% |
| Princeton Global Asset Management LLC | 17,200 | $640,356 | 0.18% |
| PFG Private Wealth Management, LLC | 5,638 | $209,903 | 0.16% |