ISHARES TR's ticker is IBDV and the CUSIP is 46436E726. A total of 94 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $232,210 | -13.9% | 11,394 | -10.4% | 0.06% | -10.8% |
Q2 2023 | $269,664 | -1.7% | 12,720 | -0.1% | 0.06% | -5.8% |
Q1 2023 | $274,206 | +2.4% | 12,736 | -1.1% | 0.07% | 0.0% |
Q4 2022 | $267,883 | -3.3% | 12,879 | -5.9% | 0.07% | -10.4% |
Q3 2022 | $277,000 | -7.4% | 13,690 | -1.9% | 0.08% | -7.2% |
Q2 2022 | $299,000 | – | 13,953 | – | 0.08% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
4Thought Financial Group Inc. | 166,813 | $3,865,000 | 3.43% |
Guidance Point Advisors, LLC | 53,428 | $1,836,000 | 0.70% |
Bradley & Co. Private Wealth Management, LLC | 33,756 | $782,000 | 0.67% |
Signature Wealth Management Group | 63,544 | $1,472,000 | 0.66% |
BENJAMIN EDWARDS INC | 88,793 | $2,057,000 | 0.60% |
BENJAMIN F. EDWARDS & COMPANY, INC. | 402,981 | $9,337,000 | 0.42% |
Capital Investment Advisors, LLC | 584,495 | $13,543,000 | 0.41% |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 951,836 | $22,054,000 | 0.31% |
LITTLE HOUSE CAPITAL LLC | 25,377 | $588,000 | 0.30% |
Avestar Capital, LLC | 80,176 | $1,858,000 | 0.30% |