ISHARES TR's ticker is DIVB and the CUSIP is 46435U861. A total of 13 filers reported holding ISHARES TR in Q4 2020. 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 188,765 | $7,877,000 | 4.04% |
| ROOSEVELT INVESTMENT GROUP LLC | 766,069 | $31,968,000 | 1.91% |
| SFMG, LLC | 376,798 | $15,724,000 | 1.56% |
| First Capital Advisors Group, LLC. | 56,691 | $2,366,000 | 1.55% |
| Provident Wealth Management, LLC | 45,145 | $1,884,000 | 1.14% |
| Kellett Wealth Advisors, LLC | 24,085 | $1,005,000 | 0.79% |
| Townsend & Associates, Inc | 39,384 | $1,643,000 | 0.76% |
| Avestar Capital, LLC | 108,592 | $4,532,000 | 0.72% |
| SkyView Investment Advisors, LLC | 56,183 | $2,219,000 | 0.52% |
| Claraphi Advisory Network, LLC | 25,964 | $1,083,000 | 0.31% |