ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 8 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,214 | +3.9% | 87,179 | +7.8% | 0.03% | 0.0% |
| Q2 2023 | $2,130 | -2.6% | 80,891 | +1.7% | 0.03% | -10.5% |
| Q1 2023 | $2,186 | -99.9% | 79,535 | +12.6% | 0.04% | +11.8% |
| Q4 2022 | $1,918,000 | -99.8% | 70,635 | +55.2% | 0.03% | +70.0% |
| Q3 2022 | $1,025,000,000 | +323243.8% | 45,503 | +289.8% | 0.02% | +233.3% |
| Q2 2022 | $317,000 | – | 11,674 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First National Bank of Hutchinson | 847,196 | $19,147,000 | 9.67% |
| Independence Wealth Advisors, Inc. | 327,116 | $7,393,000 | 8.89% |
| Camarda Financial Advisors, LLC | 38,798 | $877,000 | 4.43% |
| Round Table Services, LLC | 466,457 | $10,542,000 | 4.39% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 1,704,912 | $38,531,000 | 4.01% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $20,295,000 | 2.94% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 120,447 | $2,722,000 | 2.40% |
| Wealth Advisors of Tampa Bay, LLC | 94,088 | $2,126,000 | 2.38% |
| ACCURATE INVESTMENT SOLUTIONS, INC. | 125,502 | $2,836,000 | 2.30% |
| AGILIS PARTNERS LLC | 105,028 | $2,374,000 | 2.26% |