ISHARES TR's ticker is IBDV and the CUSIP is 46436E726. A total of 34 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $569,254 | -0.4% | 27,932 | +3.6% | 0.02% | 0.0% |
| Q2 2023 | $571,700 | -3.8% | 26,967 | -2.3% | 0.02% | -8.3% |
| Q1 2023 | $594,055 | +14.8% | 27,592 | +10.9% | 0.02% | +9.1% |
| Q4 2022 | $517,649 | -2.7% | 24,887 | -5.2% | 0.02% | -12.0% |
| Q3 2022 | $532,000 | +7.7% | 26,262 | +13.7% | 0.02% | +13.6% |
| Q2 2022 | $494,000 | +22.6% | 23,092 | +32.8% | 0.02% | +37.5% |
| Q1 2022 | $403,000 | -1.5% | 17,395 | +6.8% | 0.02% | +6.7% |
| Q4 2021 | $409,000 | -2.6% | 16,295 | -1.8% | 0.02% | -11.8% |
| Q3 2021 | $420,000 | +1.0% | 16,600 | +1.7% | 0.02% | +6.2% |
| Q2 2021 | $416,000 | +98.1% | 16,325 | +104.4% | 0.02% | +100.0% |
| Q4 2020 | $210,000 | – | 7,987 | – | 0.01% | – |
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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% |