ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 442 filers reported holding ISHARES TR in Q4 2021. 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 | $171,777 | -44.1% | 6,889 | -38.3% | 0.04% | -44.8% |
| Q1 2023 | $307,173 | +0.7% | 11,174 | -0.5% | 0.07% | -1.5% |
| Q4 2022 | $305,115 | +19.2% | 11,234 | -1.3% | 0.07% | +11.5% |
| Q3 2022 | $256,000 | -27.1% | 11,384 | -11.9% | 0.06% | -21.8% |
| Q2 2022 | $351,000 | -17.8% | 12,924 | -3.8% | 0.08% | -4.9% |
| Q1 2022 | $427,000 | -5.3% | 13,429 | -7.1% | 0.08% | +2.5% |
| Q4 2021 | $451,000 | -13.8% | 14,458 | -15.9% | 0.08% | -19.2% |
| Q3 2021 | $523,000 | -2.2% | 17,198 | +4.0% | 0.10% | -2.9% |
| Q2 2021 | $535,000 | +21.0% | 16,538 | +17.8% | 0.10% | +13.3% |
| Q1 2021 | $442,000 | +17.6% | 14,043 | +10.0% | 0.09% | +12.5% |
| Q4 2020 | $376,000 | -42.0% | 12,769 | -50.9% | 0.08% | -57.2% |
| Q3 2020 | $648,000 | -7.3% | 25,999 | -6.6% | 0.19% | -15.0% |
| Q2 2020 | $699,000 | +24.8% | 27,824 | +12.4% | 0.22% | +4.8% |
| Q1 2020 | $560,000 | -10.0% | 24,759 | +33.7% | 0.21% | +17.3% |
| Q4 2019 | $622,000 | +72.8% | 18,525 | +58.3% | 0.18% | +64.2% |
| Q3 2019 | $360,000 | – | 11,705 | – | 0.11% | – |
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% |