ISHARES TR's ticker is DIVB and the CUSIP is 46435U861. A total of 58 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| Cedar Mountain Advisors, LLC | 90,659 | $3,375,234 | 1.00% |
| Kellett Wealth Advisors, LLC | 19,649 | $731,534 | 0.63% |
| Truadvice, LLC | 42,915 | $1,592,999 | 0.62% |
| Breakwater Capital Group | 38,765 | $1,405,619 | 0.48% |
| MidWestOne Financial Group, Inc. | 43,726 | $1,627,919 | 0.37% |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | 21,960 | $817,570 | 0.28% |
| Next Capital Management LLC | 12,487 | $464,891 | 0.21% |
| Princeton Global Asset Management LLC | 17,200 | $640,356 | 0.18% |
| PFG Private Wealth Management, LLC | 5,638 | $209,903 | 0.16% |
| RMR Wealth Builders | 22,232 | $827,679 | 0.13% |