ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 416 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.18 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 ↓ |
|---|---|---|---|
| MONETA GROUP INVESTMENT ADVISORS LLC | 3,368,424 | $103,478,000 | 10.20% |
| Independence Wealth Advisors, Inc. | 327,554 | $10,062,000 | 9.92% |
| Round Table Services, LLC | 924,058 | $28,387,000 | 8.75% |
| Highwater Wealth Management, LLC | 57,178 | $1,756,000 | 3.98% |
| BIEGEL & WALLER LLC | 233,087 | $7,160,000 | 3.66% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $27,587,000 | 3.37% |
| AGILIS PARTNERS LLC | 126,385 | $3,883,000 | 2.90% |
| ACCURATE INVESTMENT SOLUTIONS, INC. | 123,070 | $3,781,000 | 2.88% |
| Grove Bank & Trust | 222,743 | $6,843,000 | 2.50% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 112,451 | $3,455,000 | 2.46% |