ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 442 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $207,000 | -8.4% | 9,167 | +10.1% | 0.01% | 0.0% |
| Q2 2022 | $226,000 | -37.9% | 8,327 | -27.4% | 0.01% | -28.6% |
| Q1 2022 | $364,000 | +1.7% | 11,472 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $358,000 | -5.0% | 11,472 | -7.5% | 0.01% | 0.0% |
| Q3 2021 | $377,000 | -9.6% | 12,404 | -3.7% | 0.01% | 0.0% |
| Q2 2021 | $417,000 | +2.7% | 12,874 | -0.2% | 0.01% | 0.0% |
| Q1 2021 | $406,000 | -25.1% | 12,899 | -29.9% | 0.01% | -22.2% |
| Q4 2020 | $542,000 | +18.1% | 18,399 | 0.0% | 0.01% | -25.0% |
| Q3 2020 | $459,000 | -25.7% | 18,399 | -25.2% | 0.01% | -33.3% |
| Q2 2020 | $618,000 | -19.4% | 24,593 | -27.5% | 0.02% | -28.0% |
| Q1 2020 | $767,000 | -32.7% | 33,917 | -0.1% | 0.02% | -13.8% |
| Q4 2019 | $1,140,000 | +7.5% | 33,967 | -1.5% | 0.03% | 0.0% |
| Q3 2019 | $1,060,000 | -0.8% | 34,497 | -0.9% | 0.03% | -3.3% |
| Q2 2019 | $1,069,000 | -3.7% | 34,814 | -3.2% | 0.03% | -6.2% |
| Q1 2019 | $1,110,000 | +4.6% | 35,958 | -2.7% | 0.03% | -3.0% |
| Q4 2018 | $1,061,000 | -38.3% | 36,947 | -29.9% | 0.03% | -32.7% |
| Q3 2018 | $1,721,000 | -5.6% | 52,737 | -7.3% | 0.05% | -12.5% |
| Q2 2018 | $1,823,000 | -9.6% | 56,878 | -7.3% | 0.06% | -8.2% |
| Q1 2018 | $2,017,000 | -6.2% | 61,378 | -3.5% | 0.06% | -3.2% |
| Q4 2017 | $2,150,000 | -9.1% | 63,635 | -9.1% | 0.06% | -16.0% |
| Q3 2017 | $2,365,000 | -1.5% | 70,041 | -4.5% | 0.08% | -2.6% |
| Q2 2017 | $2,400,000 | -2.7% | 73,338 | -6.5% | 0.08% | -4.9% |
| Q1 2017 | $2,467,000 | -4.0% | 78,429 | -9.8% | 0.08% | -4.7% |
| Q4 2016 | $2,571,000 | -44.6% | 86,979 | -43.8% | 0.08% | -46.2% |
| Q3 2016 | $4,642,000 | -14.7% | 154,829 | -18.6% | 0.16% | -16.8% |
| Q2 2016 | $5,444,000 | -13.9% | 190,144 | -12.8% | 0.19% | -15.2% |
| Q1 2016 | $6,321,000 | -8.0% | 218,029 | -8.9% | 0.22% | -9.7% |
| Q4 2015 | $6,870,000 | -6.7% | 239,321 | -8.5% | 0.25% | -9.8% |
| Q3 2015 | $7,360,000 | -18.8% | 261,667 | -6.7% | 0.28% | -10.4% |
| Q2 2015 | $9,068,000 | -3.9% | 280,487 | +0.0% | 0.31% | -2.2% |
| Q1 2015 | $9,435,000 | +3.1% | 280,465 | +3.3% | 0.31% | +3.0% |
| Q4 2014 | $9,149,000 | +4.4% | 271,581 | +10.9% | 0.30% | +3.7% |
| Q3 2014 | $8,763,000 | -9.0% | 244,867 | +1.5% | 0.29% | -6.4% |
| Q2 2014 | $9,627,000 | +10.9% | 241,334 | +7.5% | 0.31% | +7.2% |
| Q1 2014 | $8,677,000 | +8.7% | 224,550 | +6.7% | 0.29% | +11.0% |
| Q4 2013 | $7,984,000 | +21.9% | 210,445 | +16.5% | 0.26% | +17.3% |
| Q3 2013 | $6,552,000 | +33.1% | 180,691 | +16.9% | 0.22% | +129.6% |
| Q2 2013 | $4,921,000 | +15.4% | 154,535 | +23.7% | 0.10% | +18.1% |
| Q1 2013 | $4,264,000 | +2.1% | 124,889 | +0.7% | 0.08% | -3.5% |
| Q4 2012 | $4,177,000 | +12.5% | 124,042 | +5.7% | 0.09% | +1.2% |
| Q3 2012 | $3,712,000 | +10.2% | 117,387 | +4.8% | 0.08% | 0.0% |
| Q2 2012 | $3,368,000 | -11.2% | 112,012 | -3.8% | 0.08% | -10.5% |
| Q1 2012 | $3,794,000 | +16.6% | 116,387 | +6.2% | 0.10% | +11.8% |
| Q4 2011 | $3,255,000 | +95.5% | 109,624 | +86.6% | 0.08% | +77.1% |
| Q3 2011 | $1,665,000 | +5.3% | 58,758 | +32.4% | 0.05% | +23.1% |
| Q2 2011 | $1,581,000 | +22.9% | 44,384 | +23.6% | 0.04% | +21.9% |
| Q1 2011 | $1,286,000 | +24.7% | 35,922 | +17.1% | 0.03% | +18.5% |
| Q4 2010 | $1,031,000 | – | 30,675 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chicago Wealth Management, Inc. | 339,699 | $11,404,000 | 10.97% |
| First National Bank of Hutchinson | 778,373 | $26,130,000 | 10.40% |
| Independence Wealth Advisors, Inc. | 318,937 | $10,707,000 | 10.40% |
| Round Table Services, LLC | 933,202 | $31,328,000 | 8.68% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 2,834,823 | $95,165,000 | 7.98% |
| Altus Wealth Management, LLC | 219,330 | $7,363,000 | 7.21% |
| Argent Advisors, Inc. | 164,315 | $5,529,000 | 4.14% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $30,146,000 | 3.29% |
| Wealth Advisors of Tampa Bay, LLC | 94,880 | $3,185,000 | 2.93% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 123,391 | $4,142,000 | 2.76% |