ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 431 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $292 | -3.6% | 11,500 | 0.0% | 0.14% | +2.3% |
| Q2 2023 | $303 | -2.9% | 11,500 | 0.0% | 0.13% | -15.3% |
| Q4 2022 | $312 | -99.9% | 11,500 | 0.0% | 0.16% | +9.0% |
| Q3 2022 | $259,000 | -17.0% | 11,500 | 0.0% | 0.14% | -5.3% |
| Q2 2022 | $312,000 | -14.5% | 11,500 | 0.0% | 0.15% | +7.0% |
| Q1 2022 | $365,000 | +78.0% | 11,500 | +88.5% | 0.14% | +47.9% |
| Q4 2019 | $205,000 | +2.0% | 6,100 | 0.0% | 0.10% | +2.1% |
| Q1 2018 | $201,000 | -2.4% | 6,100 | 0.0% | 0.09% | 0.0% |
| Q4 2017 | $206,000 | 0.0% | 6,100 | 0.0% | 0.09% | -3.1% |
| Q3 2017 | $206,000 | -2.8% | 6,100 | -6.9% | 0.10% | -14.2% |
| Q2 2015 | $212,000 | – | 6,554 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First National Bank of Hutchinson | 847,196 | $19,147,000 | 9.67% |
| Independence Wealth Advisors, Inc. | 327,116 | $7,393,000 | 8.89% |
| Camarda Financial Advisors, LLC | 38,798 | $877,000 | 4.43% |
| Round Table Services, LLC | 466,457 | $10,542,000 | 4.39% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 1,704,912 | $38,531,000 | 4.01% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $20,295,000 | 2.94% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 120,447 | $2,722,000 | 2.40% |
| Wealth Advisors of Tampa Bay, LLC | 94,088 | $2,126,000 | 2.38% |
| ACCURATE INVESTMENT SOLUTIONS, INC. | 125,502 | $2,836,000 | 2.30% |
| AGILIS PARTNERS LLC | 105,028 | $2,374,000 | 2.26% |