ISHARES TR's ticker is DIVB and the CUSIP is 46435U861. A total of 41 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $817,570 | +93.1% | 21,960 | +98.4% | 0.28% | +1.8% |
| Q2 2023 | $423,433 | -4.0% | 11,070 | -6.3% | 0.28% | -11.3% |
| Q1 2023 | $440,867 | +7.4% | 11,810 | +8.0% | 0.31% | -3.7% |
| Q4 2022 | $410,359 | +42.5% | 10,940 | +36.2% | 0.32% | +32.9% |
| Q3 2022 | $288,000 | +6.3% | 8,035 | +7.3% | 0.24% | +12.0% |
| Q2 2022 | $271,000 | +6.3% | 7,485 | +18.2% | 0.22% | +23.3% |
| Q1 2022 | $255,000 | +3.7% | 6,335 | +10.1% | 0.18% | +23.9% |
| Q4 2021 | $246,000 | – | 5,755 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WEST CHESTER CAPITAL ADVISORS, INC | 21,898 | $821,393 | 1.64% |
| Provident Wealth Management, LLC | 52,961 | $1,986,567 | 1.17% |
| Cedar Mountain Advisors, LLC | 85,992 | $3,225,573 | 1.01% |
| Breakwater Capital Group | 51,187 | $1,920,024 | 1.00% |
| MBL Wealth, LLC | 117,342 | $4,401 | 0.84% |
| Kellett Wealth Advisors, LLC | 18,644 | $699,346 | 0.68% |
| Prosperity Wealth Management, Inc. | 11,105 | $416,549 | 0.39% |
| Claraphi Advisory Network, LLC | 25,060 | $940,022 | 0.37% |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | 10,940 | $410,359 | 0.32% |
| Princeton Global Asset Management LLC | 16,490 | $619 | 0.20% |