ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 432 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $29,197,771 | -9.6% | 1,055,214 | -8.4% | 0.01% | -9.1% |
| Q1 2024 | $32,314,642 | +4.8% | 1,152,448 | +4.7% | 0.01% | -8.3% |
| Q4 2023 | $30,822,616 | +15.9% | 1,101,201 | +5.1% | 0.01% | +9.1% |
| 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 ↓ |
|---|---|---|---|
| Independence Wealth Advisors, Inc. | 316,382 | $10,324,000 | 10.46% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 2,990,228 | $97,571,000 | 9.98% |
| Horan Securities, Inc. | 272,204 | $8,534,000 | 8.32% |
| Camarda Financial Advisors, LLC | 166,972 | $5,448,000 | 6.18% |
| BIEGEL & WALLER LLC | 325,594 | $10,624,000 | 6.13% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $29,302,000 | 3.77% |
| WESPAC Advisors SoCal, LLC | 207,660 | $6,775,000 | 3.40% |
| ACCURATE INVESTMENT SOLUTIONS, INC. | 119,222 | $3,890,000 | 2.69% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 115,585 | $3,772,000 | 2.66% |
| Wealth Advisors of Tampa Bay, LLC | 108,067 | $3,525,000 | 2.47% |