ISHARES TR's ticker is DIVB and the CUSIP is 46435U861. A total of 63 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $731,534 | +1.5% | 19,649 | +4.2% | 0.63% | -4.3% |
| Q2 2023 | $720,985 | +10.1% | 18,849 | +7.4% | 0.66% | +4.0% |
| Q1 2023 | $654,942 | -6.3% | 17,545 | -5.9% | 0.63% | -7.2% |
| Q4 2022 | $699,346 | +1.1% | 18,644 | +0.0% | 0.68% | -19.5% |
| Q3 2022 | $692,000 | -23.4% | 18,641 | -25.1% | 0.84% | -27.8% |
| Q2 2022 | $903,000 | -10.1% | 24,887 | +3.3% | 1.17% | +47.2% |
| Q1 2022 | $1,005,000 | +14.2% | 24,085 | +17.0% | 0.79% | +17.7% |
| Q4 2021 | $880,000 | – | 20,582 | – | 0.67% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WJ Wealth Management, LLC | 150,258 | $5,884,000 | 3.91% |
| ROOSEVELT INVESTMENT GROUP LLC | 637,185 | $24,971,000 | 1.55% |
| Provident Wealth Management, LLC | 43,264 | $1,696,000 | 1.29% |
| Claraphi Advisory Network, LLC | 8,637 | $338,000 | 0.12% |
| Argent Trust Co | 44,489 | $1,743,000 | 0.11% |
| LIBERTY WEALTH MANAGEMENT LLC | 4,444 | $174,000 | 0.06% |
| Dynamic Advisor Solutions LLC | 12,325 | $483,000 | 0.04% |
| Cetera Investment Advisers | 26,408 | $1,035,000 | 0.02% |
| Advisory Services Network, LLC | 9,807 | $384,000 | 0.01% |
| OSAIC HOLDINGS, INC. | 113,426 | $4,445,000 | 0.01% |