ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 434 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,485,494 | -6.3% | 58,484 | -2.9% | 0.10% | -1.9% |
| Q2 2023 | $1,585,066 | -5.7% | 60,200 | -1.6% | 0.10% | -8.8% |
| Q1 2023 | $1,681,728 | -9.1% | 61,176 | -10.2% | 0.11% | -16.8% |
| Q4 2022 | $1,849,324 | +66.8% | 68,090 | +38.3% | 0.14% | +55.7% |
| Q3 2022 | $1,109,000 | -20.8% | 49,220 | -4.6% | 0.09% | -16.2% |
| Q2 2022 | $1,401,000 | -27.7% | 51,572 | -15.5% | 0.10% | -16.7% |
| Q1 2022 | $1,938,000 | +1.9% | 61,013 | 0.0% | 0.13% | +6.8% |
| Q4 2021 | $1,902,000 | +3.8% | 61,013 | +1.3% | 0.12% | -0.8% |
| Q3 2021 | $1,832,000 | -5.0% | 60,233 | +1.2% | 0.12% | -5.6% |
| Q2 2021 | $1,928,000 | +15.9% | 59,514 | +12.7% | 0.13% | +7.7% |
| Q1 2021 | $1,663,000 | +15.2% | 52,813 | +7.8% | 0.12% | +10.4% |
| Q4 2020 | $1,443,000 | +18.3% | 48,973 | +0.1% | 0.11% | +8.2% |
| Q3 2020 | $1,220,000 | -4.1% | 48,946 | -3.4% | 0.10% | -10.1% |
| Q2 2020 | $1,272,000 | +14.5% | 50,646 | +3.0% | 0.11% | -1.8% |
| Q1 2020 | $1,111,000 | -31.5% | 49,168 | +1.8% | 0.11% | -18.4% |
| Q4 2019 | $1,621,000 | +93.0% | 48,275 | +76.7% | 0.14% | +81.3% |
| Q3 2019 | $840,000 | +132.0% | 27,320 | +131.7% | 0.08% | +120.6% |
| Q2 2019 | $362,000 | +2.5% | 11,792 | +3.1% | 0.03% | -2.9% |
| Q1 2019 | $353,000 | +14.2% | 11,438 | +6.1% | 0.04% | +2.9% |
| Q4 2018 | $309,000 | – | 10,777 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONETA GROUP INVESTMENT ADVISORS LLC | 3,368,424 | $103,478,000 | 10.20% |
| Independence Wealth Advisors, Inc. | 327,554 | $10,062,000 | 9.92% |
| Round Table Services, LLC | 924,058 | $28,387,000 | 8.75% |
| Highwater Wealth Management, LLC | 57,178 | $1,756,000 | 3.98% |
| BIEGEL & WALLER LLC | 233,087 | $7,160,000 | 3.66% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $27,587,000 | 3.37% |
| AGILIS PARTNERS LLC | 126,385 | $3,883,000 | 2.90% |
| ACCURATE INVESTMENT SOLUTIONS, INC. | 123,070 | $3,781,000 | 2.88% |
| Grove Bank & Trust | 222,743 | $6,843,000 | 2.50% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 112,451 | $3,455,000 | 2.46% |