ISHARES TR's ticker is IBDV and the CUSIP is 46436E726. A total of 34 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,518,419 | -0.9% | 172,641 | +3.1% | 2.83% | -0.1% |
| Q2 2023 | $3,548,786 | -6.8% | 167,395 | -5.4% | 2.83% | -10.2% |
| Q1 2023 | $3,809,357 | +4.9% | 176,932 | +1.4% | 3.15% | -3.7% |
| Q4 2022 | $3,631,000 | +5.1% | 174,557 | +2.4% | 3.27% | -3.7% |
| Q3 2022 | $3,454,000 | -5.1% | 170,474 | +0.2% | 3.40% | -0.6% |
| Q2 2022 | $3,641,000 | -5.8% | 170,131 | +2.0% | 3.42% | -0.3% |
| Q1 2022 | $3,865,000 | -5.9% | 166,813 | +1.9% | 3.43% | +3.3% |
| Q4 2021 | $4,109,000 | +3.9% | 163,762 | +4.7% | 3.32% | -3.4% |
| Q3 2021 | $3,956,000 | +8.7% | 156,370 | +9.6% | 3.44% | +4.7% |
| Q2 2021 | $3,639,000 | +6.6% | 142,714 | +3.5% | 3.28% | -0.3% |
| Q1 2021 | $3,415,000 | – | 137,878 | – | 3.29% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 4Thought Financial Group Inc. | 170,474 | $3,454,000 | 3.40% |
| Signature Wealth Management Group | 171,901 | $3,483,000 | 1.77% |
| Guidance Point Advisors, LLC | 141,993 | $2,890,000 | 1.32% |
| Aptus Capital Advisors, LLC | 1,963,800 | $39,788,000 | 0.96% |
| Bradley & Co. Private Wealth Management, LLC | 23,583 | $478,000 | 0.57% |
| Capital Investment Advisors, LLC | 753,453 | $15,266,000 | 0.52% |
| CGN Advisors LLC | 93,894 | $1,902,000 | 0.48% |
| Legacy Private Trust Co. | 243,282 | $4,929,000 | 0.47% |
| LITTLE HOUSE CAPITAL LLC | 42,062 | $852,000 | 0.45% |
| Krilogy Financial LLC | 153,785 | $3,116,000 | 0.37% |