ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 8 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,748,638 | -11.8% | 68,844 | -8.6% | 0.02% | -10.7% |
Q2 2023 | $1,982,149 | +38.3% | 75,281 | +44.4% | 0.03% | +21.7% |
Q1 2023 | $1,433,246 | +17.9% | 52,137 | +16.5% | 0.02% | +9.5% |
Q4 2022 | $1,215,166 | -3.7% | 44,741 | -20.1% | 0.02% | -16.0% |
Q3 2022 | $1,262,000 | +2.8% | 56,005 | +23.8% | 0.02% | +8.7% |
Q2 2022 | $1,228,000 | -3.6% | 45,227 | +12.8% | 0.02% | +9.5% |
Q1 2022 | $1,274,000 | +2.4% | 40,106 | +0.5% | 0.02% | +5.0% |
Q4 2021 | $1,244,000 | +8.5% | 39,908 | +5.8% | 0.02% | 0.0% |
Q3 2021 | $1,147,000 | +7.4% | 37,719 | +14.4% | 0.02% | +11.1% |
Q2 2021 | $1,068,000 | +12.4% | 32,978 | +9.3% | 0.02% | -10.0% |
Q1 2021 | $950,000 | -2.5% | 30,179 | -8.7% | 0.02% | -9.1% |
Q4 2020 | $974,000 | +28.2% | 33,041 | +8.4% | 0.02% | +10.0% |
Q3 2020 | $760,000 | -16.7% | 30,476 | -16.1% | 0.02% | -23.1% |
Q2 2020 | $912,000 | -22.0% | 36,306 | -29.8% | 0.03% | -38.1% |
Q1 2020 | $1,169,000 | -11.0% | 51,719 | +32.2% | 0.04% | +10.5% |
Q4 2019 | $1,314,000 | – | 39,132 | – | 0.04% | – |
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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% |