ISHARES TR's ticker is DIVB and the CUSIP is 46435U861. A total of 56 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| WEST CHESTER CAPITAL ADVISORS, INC | 21,898 | $821,393 | 1.64% |
| Provident Wealth Management, LLC | 52,961 | $1,986,567 | 1.17% |
| Cedar Mountain Advisors, LLC | 85,992 | $3,225,573 | 1.01% |
| Breakwater Capital Group | 51,187 | $1,920,024 | 1.00% |
| MBL Wealth, LLC | 117,342 | $4,401 | 0.84% |
| Kellett Wealth Advisors, LLC | 18,644 | $699,346 | 0.68% |
| Prosperity Wealth Management, Inc. | 11,105 | $416,549 | 0.39% |
| Claraphi Advisory Network, LLC | 25,060 | $940,022 | 0.37% |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | 10,940 | $410,359 | 0.32% |
| Princeton Global Asset Management LLC | 16,490 | $619 | 0.20% |