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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $34 | +70.0% | 1,278 | +73.9% | 0.00% | – |
| Q1 2023 | $20 | 0.0% | 735 | 0.0% | 0.00% | – |
| Q4 2022 | $20 | -99.9% | 735 | 0.0% | 0.00% | – |
| Q3 2022 | $17,000 | -15.0% | 735 | 0.0% | 0.00% | – |
| Q2 2022 | $20,000 | -13.0% | 735 | 0.0% | 0.00% | – |
| Q1 2022 | $23,000 | 0.0% | 735 | 0.0% | 0.00% | – |
| Q4 2021 | $23,000 | +4.5% | 735 | 0.0% | 0.00% | – |
| Q3 2021 | $22,000 | -8.3% | 735 | 0.0% | 0.00% | – |
| Q2 2021 | $24,000 | +4.3% | 735 | 0.0% | 0.00% | – |
| Q1 2021 | $23,000 | +4.5% | 735 | 0.0% | 0.00% | – |
| Q4 2020 | $22,000 | +22.2% | 735 | 0.0% | 0.00% | – |
| Q3 2020 | $18,000 | 0.0% | 735 | 0.0% | 0.00% | – |
| Q2 2020 | $18,000 | -72.3% | 735 | -64.9% | 0.00% | – |
| Q1 2019 | $65,000 | +8.3% | 2,093 | 0.0% | 0.00% | – |
| Q4 2018 | $60,000 | -29.4% | 2,093 | -19.4% | 0.00% | – |
| Q3 2018 | $85,000 | +2.4% | 2,597 | 0.0% | 0.00% | – |
| Q2 2018 | $83,000 | -3.5% | 2,597 | 0.0% | 0.00% | – |
| Q1 2018 | $86,000 | -2.3% | 2,597 | 0.0% | 0.00% | – |
| Q4 2017 | $88,000 | -48.8% | 2,597 | -49.0% | 0.00% | -100.0% |
| Q3 2017 | $172,000 | +28.4% | 5,097 | +24.4% | 0.00% | 0.0% |
| Q2 2017 | $134,000 | +112.7% | 4,097 | +104.8% | 0.00% | – |
| Q1 2017 | $63,000 | +687.5% | 2,000 | +651.9% | 0.00% | – |
| Q3 2016 | $8,000 | 0.0% | 266 | 0.0% | 0.00% | – |
| Q2 2016 | $8,000 | -91.4% | 266 | -91.7% | 0.00% | -100.0% |
| Q1 2016 | $93,000 | -67.7% | 3,200 | -68.1% | 0.00% | -50.0% |
| Q4 2015 | $288,000 | +18.5% | 10,025 | +39.2% | 0.00% | +100.0% |
| Q4 2014 | $243,000 | -52.9% | 7,200 | -50.0% | 0.00% | -50.0% |
| Q3 2014 | $516,000 | – | 14,400 | – | 0.00% | – |
Download | ||||||
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% |