ISHARES TR's ticker is IBDV and the CUSIP is 46436E726. A total of 44 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| 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% |