ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 431 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,125,346 | -4.1% | 83,675 | -0.6% | 0.62% | -0.6% |
| Q2 2023 | $2,215,802 | -4.0% | 84,155 | +0.2% | 0.63% | -10.0% |
| Q1 2023 | $2,308,481 | -9.9% | 83,975 | -11.0% | 0.70% | -13.6% |
| Q4 2022 | $2,562,624 | -13.4% | 94,353 | -28.1% | 0.81% | -24.4% |
| Q3 2022 | $2,958,000 | -20.4% | 131,299 | -4.0% | 1.07% | -17.2% |
| Q2 2022 | $3,714,000 | -10.0% | 136,730 | +5.3% | 1.29% | -1.0% |
| Q1 2022 | $4,125,000 | +1.2% | 129,892 | -0.7% | 1.30% | +3.9% |
| Q4 2021 | $4,078,000 | +10.5% | 130,787 | +7.8% | 1.25% | -1.9% |
| Q3 2021 | $3,691,000 | +7.7% | 121,346 | +11.4% | 1.28% | -4.8% |
| Q1 2021 | $3,428,000 | +23.4% | 108,909 | +15.6% | 1.34% | +8.7% |
| Q4 2020 | $2,777,000 | +29.4% | 94,239 | +9.5% | 1.23% | +7.6% |
| Q3 2020 | $2,146,000 | +1.9% | 86,074 | +5.1% | 1.15% | -8.6% |
| Q2 2020 | $2,107,000 | +22.6% | 81,926 | +7.7% | 1.25% | -5.4% |
| Q1 2020 | $1,719,000 | +261.1% | 76,054 | +436.8% | 1.32% | +326.0% |
| Q4 2019 | $476,000 | +9.4% | 14,167 | +0.1% | 0.31% | +1.0% |
| Q3 2019 | $435,000 | +3.8% | 14,151 | +3.9% | 0.31% | +0.3% |
| Q2 2019 | $419,000 | +350.5% | 13,625 | +350.9% | 0.31% | +358.2% |
| Q1 2019 | $93,000 | – | 3,022 | – | 0.07% | – |
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% |