ISHARES TR's ticker is IBDV and the CUSIP is 46436E726. A total of 36 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $288,923 | -3.0% | 13,590 | -2.4% | 0.21% | -11.2% |
| Q1 2024 | $297,930 | -1.1% | 13,922 | 0.0% | 0.24% | -13.6% |
| Q4 2023 | $301,272 | +6.2% | 13,922 | 0.0% | 0.28% | -5.7% |
| Q3 2023 | $283,731 | -3.9% | 13,922 | 0.0% | 0.30% | +1.4% |
| Q2 2023 | $295,146 | -1.5% | 13,922 | 0.0% | 0.29% | -11.0% |
| Q1 2023 | $299,741 | -39.7% | 13,922 | -41.8% | 0.33% | -45.9% |
| Q4 2022 | $497,432 | +4.1% | 23,915 | +1.4% | 0.61% | +6.3% |
| Q3 2022 | $478,000 | -46.1% | 23,583 | -43.1% | 0.57% | -41.7% |
| Q2 2022 | $887,000 | +13.4% | 41,454 | +22.8% | 0.98% | +45.4% |
| Q1 2022 | $782,000 | -7.7% | 33,756 | 0.0% | 0.67% | -1.0% |
| Q4 2021 | $847,000 | +3.2% | 33,756 | +4.0% | 0.68% | -4.1% |
| Q3 2021 | $821,000 | +2.4% | 32,459 | +3.3% | 0.71% | +1.1% |
| Q2 2021 | $802,000 | +3.0% | 31,436 | 0.0% | 0.70% | -2.6% |
| Q1 2021 | $779,000 | – | 31,436 | – | 0.72% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gateway Advisory, LLC | 1,346,197 | $29,131,708 | 5.59% |
| PFG Private Wealth Management, LLC | 339,176 | $7,339,763 | 4.94% |
| 4Thought Financial Group Inc. | 168,275 | $3,641,468 | 2.63% |
| Buffington Mohr McNeal | 527,160 | $11,407,746 | 2.29% |
| Keeler Thomas Management LLC | 267,287 | $5,784,098 | 2.28% |
| Signature Wealth Management Group | 201,814 | $4,367,262 | 2.02% |
| Guidance Point Advisors, LLC | 252,010 | $5,453,621 | 2.02% |
| Platte River Wealth Advisors, LLC | 262,029 | $5,670,308 | 1.88% |
| SUMMITRY LLC | 1,472,466 | $31,864,157 | 1.85% |
| INSTRUMENTAL WEALTH, LLC | 77,252 | $1,653,195 | 1.79% |