ISHARES TR's ticker is DIVB and the CUSIP is 46435U861. A total of 58 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $299,181 | -2.7% | 8,036 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $307,382 | +2.5% | 8,036 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $299,983 | -0.5% | 8,036 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $301,431 | +37.6% | 8,036 | +24.1% | 0.00% | +50.0% |
| Q3 2022 | $219,000 | -6.8% | 6,478 | 0.0% | 0.00% | -33.3% |
| Q2 2022 | $235,000 | -13.0% | 6,478 | 0.0% | 0.00% | +50.0% |
| Q1 2022 | $270,000 | -4.6% | 6,478 | -2.2% | 0.00% | -33.3% |
| Q4 2021 | $283,000 | +8.8% | 6,624 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $260,000 | 0.0% | 6,624 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $260,000 | +6.1% | 6,624 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $245,000 | +11.4% | 6,624 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $220,000 | +15.8% | 6,624 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $190,000 | +5.0% | 6,624 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $181,000 | – | 6,624 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WEST CHESTER CAPITAL ADVISORS, INC | 21,898 | $821,393 | 1.64% |
| Provident Wealth Management, LLC | 52,961 | $1,986,567 | 1.17% |
| Cedar Mountain Advisors, LLC | 85,992 | $3,225,573 | 1.01% |
| Breakwater Capital Group | 51,187 | $1,920,024 | 1.00% |
| MBL Wealth, LLC | 117,342 | $4,401 | 0.84% |
| Kellett Wealth Advisors, LLC | 18,644 | $699,346 | 0.68% |
| Prosperity Wealth Management, Inc. | 11,105 | $416,549 | 0.39% |
| Claraphi Advisory Network, LLC | 25,060 | $940,022 | 0.37% |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | 10,940 | $410,359 | 0.32% |
| Princeton Global Asset Management LLC | 16,490 | $619 | 0.20% |