ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 421 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.02 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,700,000 | -3.5% | 500,000 | 0.0% | 0.38% | +12.1% |
| Q2 2023 | $13,165,000 | -4.2% | 500,000 | 0.0% | 0.34% | -7.7% |
| Q1 2023 | $13,745,000 | +1.2% | 500,000 | 0.0% | 0.37% | -3.7% |
| Q4 2022 | $13,580,000 | +20.6% | 500,000 | 0.0% | 0.38% | +13.1% |
| Q3 2022 | $11,265,000 | -17.0% | 500,000 | 0.0% | 0.34% | +3.4% |
| Q2 2022 | $13,580,000 | -14.5% | 500,000 | 0.0% | 0.32% | +4.8% |
| Q1 2022 | $15,880,000 | +1.9% | 500,000 | 0.0% | 0.31% | +7.6% |
| Q4 2021 | $15,590,000 | +2.5% | 500,000 | 0.0% | 0.29% | -8.0% |
| Q3 2021 | $15,210,000 | -6.1% | 500,000 | 0.0% | 0.31% | -4.9% |
| Q2 2021 | $16,200,000 | +2.9% | 500,000 | 0.0% | 0.33% | -3.8% |
| Q1 2021 | $15,740,000 | +6.8% | 500,000 | 0.0% | 0.34% | +2.7% |
| Q4 2020 | $14,735,000 | +18.2% | 500,000 | 0.0% | 0.33% | +10.3% |
| Q3 2020 | $12,465,000 | -0.8% | 500,000 | 0.0% | 0.30% | -5.9% |
| Q2 2020 | $12,560,000 | +11.2% | 500,000 | 0.0% | 0.32% | +0.6% |
| Q1 2020 | $11,300,000 | -32.7% | 500,000 | 0.0% | 0.32% | -13.8% |
| Q4 2019 | $16,785,000 | +9.2% | 500,000 | 0.0% | 0.37% | +5.1% |
| Q3 2019 | $15,370,000 | +0.1% | 500,000 | 0.0% | 0.35% | -1.1% |
| Q2 2019 | $15,360,000 | -0.5% | 500,000 | 0.0% | 0.36% | -3.3% |
| Q1 2019 | $15,430,000 | +7.5% | 500,000 | 0.0% | 0.37% | -4.4% |
| Q4 2018 | $14,355,000 | +76.0% | 500,000 | +100.0% | 0.38% | +98.5% |
| Q3 2018 | $8,158,000 | – | 250,000 | – | 0.19% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First National Bank of Hutchinson | 416,375 | $13,107,000 | 6.49% |
| Chicago Wealth Management, Inc. | 221,158 | $6,962,000 | 5.53% |
| Fountainhead AM, LLC | 250,504 | $7,886,000 | 4.19% |
| COWA, LLC | 178,695 | $5,725,000 | 3.44% |
| Berkeley Capital Partners, LLC | 225,003 | $7,083,000 | 3.42% |
| Wilshire Advisors LLC | 91,678 | $2,886,000 | 2.73% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $28,269,000 | 2.72% |
| Sterling Financial Planning, Inc. | 114,657 | $3,609,000 | 2.57% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 113,549 | $3,575,000 | 2.08% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 1,081,004 | $34,030,000 | 1.80% |