ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 410 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $26,603,325 | +9.1% | 1,047,375 | +13.1% | 0.01% | +10.0% |
| Q2 2023 | $24,390,717 | +3.2% | 926,347 | +7.8% | 0.01% | 0.0% |
| Q1 2023 | $23,629,579 | +73.7% | 859,570 | +71.6% | 0.01% | +66.7% |
| Q4 2022 | $13,602,842 | +725.4% | 500,841 | +584.7% | 0.01% | +500.0% |
| Q3 2022 | $1,648,000 | -11.2% | 73,147 | +7.0% | 0.00% | 0.0% |
| Q2 2022 | $1,856,000 | +59.6% | 68,337 | +86.7% | 0.00% | – |
| Q1 2022 | $1,163,000 | +275.2% | 36,604 | +298.3% | 0.00% | – |
| Q4 2014 | $310,000 | +123.0% | 9,191 | +136.8% | 0.00% | – |
| Q3 2014 | $139,000 | +1058.3% | 3,882 | +1194.0% | 0.00% | – |
| Q1 2014 | $12,000 | – | 300 | – | 0.00% | – |
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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% |