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 | $253,792 | -11.6% | 12,453 | -8.1% | 0.01% | +10.0% |
| Q2 2023 | $287,218 | -12.7% | 13,548 | -11.4% | 0.01% | -23.1% |
| Q1 2023 | $329,151 | +22.0% | 15,288 | +17.8% | 0.01% | +18.2% |
| Q4 2022 | $269,880 | -26.5% | 12,975 | -28.4% | 0.01% | -35.3% |
| Q3 2022 | $367,000 | -5.4% | 18,134 | -0.1% | 0.02% | 0.0% |
| Q2 2022 | $388,000 | – | 18,146 | – | 0.02% | – |
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% |