ISHARES TR's ticker is IBDV and the CUSIP is 46436E726. A total of 57 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $93,672 | -2.9% | 4,596 | +1.1% | 0.01% | 0.0% |
| Q2 2023 | $96,423 | -0.5% | 4,548 | +1.0% | 0.01% | 0.0% |
| Q1 2023 | $96,935 | +4.1% | 4,502 | +0.6% | 0.01% | -16.7% |
| Q4 2022 | $93,085 | -1.0% | 4,475 | +1.9% | 0.01% | 0.0% |
| Q3 2022 | $94,000 | 0.0% | 4,392 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $94,000 | +141.0% | 4,392 | +185.0% | 0.01% | +500.0% |
| Q3 2021 | $39,000 | – | 1,541 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 4Thought Financial Group Inc. | 163,762 | $4,109,000 | 3.32% |
| Legacy CG, LLC | 143,790 | $3,608,000 | 2.17% |
| Bradley & Co. Private Wealth Management, LLC | 33,756 | $847,000 | 0.68% |
| BENJAMIN EDWARDS INC | 80,939 | $2,031,000 | 0.66% |
| Signature Wealth Management Group | 45,026 | $1,130,000 | 0.57% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 379,797 | $9,529,000 | 0.42% |
| Krilogy Financial LLC | 160,002 | $4,014,000 | 0.40% |
| LITTLE HOUSE CAPITAL LLC | 29,656 | $744,000 | 0.39% |
| Capital Investment Advisors, LLC | 512,064 | $12,848,000 | 0.39% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 927,298 | $23,266,000 | 0.31% |