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 | $17,374,099 | +60.8% | 852,507 | +67.3% | 0.00% | +100.0% |
| Q2 2023 | $10,804,381 | +29.9% | 509,640 | +31.9% | 0.00% | 0.0% |
| Q1 2023 | $8,317,901 | +31.8% | 386,340 | +27.4% | 0.00% | 0.0% |
| Q4 2022 | $6,308,723 | +514.3% | 303,304 | +498.2% | 0.00% | – |
| Q3 2022 | $1,027,000 | +12.6% | 50,700 | +19.0% | 0.00% | – |
| Q2 2022 | $912,000 | +78.8% | 42,616 | +93.7% | 0.00% | – |
| Q1 2022 | $510,000 | +201.8% | 21,999 | +225.9% | 0.00% | – |
| Q4 2021 | $169,000 | +12.7% | 6,750 | +13.5% | 0.00% | – |
| Q3 2021 | $150,000 | -1.3% | 5,948 | 0.0% | 0.00% | – |
| Q2 2021 | $152,000 | +390.3% | 5,948 | +373.9% | 0.00% | – |
| Q1 2021 | $31,000 | – | 1,255 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 277,423 | $5,972,917 | 3.80% |
| 4Thought Financial Group Inc. | 176,932 | $3,809,357 | 3.15% |
| Keeler Thomas Management LLC | 196,047 | $4,220,890 | 1.98% |
| Signature Wealth Management Group | 187,556 | $4,038,082 | 1.92% |
| Guidance Point Advisors, LLC | 179,479 | $3,864,198 | 1.56% |
| Evergreen Wealth Solutions, LLC | 54,232 | $1,168 | 1.35% |
| Aptus Capital Advisors, LLC | 1,929,274 | $41,537,269 | 1.12% |
| SIGMA INVESTMENT COUNSELORS INC | 631,143 | $13,588,511 | 1.06% |
| ARROW FINANCIAL CORP | 342,249 | $7,368,621 | 0.96% |
| Peloton Wealth Strategists | 75,000 | $1,615 | 0.74% |