ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 427 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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $361 | -2.7% | 14,194 | +0.6% | 0.02% | 0.0% |
Q2 2023 | $371 | -2.4% | 14,104 | +2.0% | 0.02% | -5.3% |
Q1 2023 | $380 | +7.6% | 13,824 | +6.4% | 0.02% | 0.0% |
Q4 2022 | $353 | -99.9% | 12,993 | -2.6% | 0.02% | +11.8% |
Q3 2022 | $301,000 | -11.2% | 13,343 | +6.9% | 0.02% | -5.6% |
Q2 2022 | $339,000 | +67.8% | 12,479 | +55.1% | 0.02% | -5.3% |
Q2 2020 | $202,000 | -29.4% | 8,045 | -5.7% | 0.02% | -24.0% |
Q4 2019 | $286,000 | -23.7% | 8,533 | -27.0% | 0.02% | -45.7% |
Q2 2018 | $375,000 | -13.4% | 11,694 | -10.9% | 0.05% | -19.3% |
Q1 2018 | $433,000 | +24.4% | 13,120 | +27.3% | 0.06% | +32.6% |
Q4 2017 | $348,000 | +2.4% | 10,307 | +2.5% | 0.04% | -2.3% |
Q3 2017 | $340,000 | +31.3% | 10,060 | +26.9% | 0.04% | +29.4% |
Q2 2017 | $259,000 | +28.9% | 7,929 | +24.4% | 0.03% | +25.9% |
Q1 2017 | $201,000 | -52.4% | 6,374 | -39.7% | 0.03% | -59.7% |
Q2 2014 | $422,000 | +30.7% | 10,573 | +26.5% | 0.07% | +17.5% |
Q1 2014 | $323,000 | – | 8,357 | – | 0.06% | – |
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% |