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 ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 192,866 | $6,995,000 | 3.92% |
| ROOSEVELT INVESTMENT GROUP LLC | 755,007 | $27,384,000 | 1.97% |
| SFMG, LLC | 419,895 | $15,230,000 | 1.77% |
| Kellett Wealth Advisors, LLC | 24,887 | $903,000 | 1.17% |
| Cedar Mountain Advisors, LLC | 82,689 | $2,999,000 | 1.03% |
| Provident Wealth Management, LLC | 42,096 | $1,527,000 | 0.97% |
| Townsend & Associates, Inc | 41,680 | $1,533,000 | 0.71% |
| MBL Wealth, LLC | 69,289 | $2,513 | 0.63% |
| Claraphi Advisory Network, LLC | 27,048 | $981,000 | 0.34% |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | 7,485 | $271,000 | 0.22% |