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 | $2,840,075 | -3.5% | 139,356 | +0.4% | 0.00% | 0.0% |
| Q2 2023 | $2,943,641 | +1.4% | 138,851 | +2.9% | 0.00% | 0.0% |
| Q1 2023 | $2,904,419 | +70.2% | 134,901 | +64.4% | 0.00% | 0.0% |
| Q4 2022 | $1,706,744 | +97.8% | 82,055 | +92.6% | 0.00% | – |
| Q3 2022 | $863,000 | -8.1% | 42,604 | -2.9% | 0.00% | – |
| Q2 2022 | $939,000 | +5.7% | 43,878 | +14.5% | 0.00% | – |
| Q1 2022 | $888,000 | +22.8% | 38,314 | +33.0% | 0.00% | – |
| Q4 2021 | $723,000 | +0.8% | 28,814 | +1.7% | 0.00% | – |
| Q3 2021 | $717,000 | +23.0% | 28,337 | +24.0% | 0.00% | – |
| Q2 2021 | $583,000 | +88.1% | 22,857 | +82.5% | 0.00% | – |
| Q1 2021 | $310,000 | +425.4% | 12,526 | +460.2% | 0.00% | – |
| Q4 2020 | $59,000 | – | 2,236 | – | 0.00% | – |
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% |