ISHARES TR's ticker is IBDV and the CUSIP is 46436E726. A total of 36 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 | $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 ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 237,333 | $4,836,854 | 3.60% |
| Gateway Advisory, LLC | 819,046 | $16,692,161 | 3.40% |
| 4Thought Financial Group Inc. | 172,641 | $3,518,419 | 2.83% |
| Platte River Wealth Advisors, LLC | 321,917 | $6,560,668 | 2.40% |
| Keeler Thomas Management LLC | 266,725 | $5,572,905 | 2.06% |
| Guidance Point Advisors, LLC | 202,846 | $4,134,024 | 1.68% |
| Peloton Wealth Strategists | 143,000 | $2,914 | 1.34% |
| ARROW FINANCIAL CORP | 542,027 | $11,046,510 | 1.30% |
| Evergreen Wealth Solutions, LLC | 62,147 | $1,266,560 | 1.28% |
| SIGMA INVESTMENT COUNSELORS INC | 776,092 | $15,816,756 | 1.19% |