ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 416 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.18 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,428,252 | +2.5% | 492,989 | +7.8% | 0.76% | +6.6% |
| Q2 2023 | $12,119,454 | +40.6% | 457,338 | +45.8% | 0.71% | +29.2% |
| Q1 2023 | $8,621,685 | +32.7% | 313,630 | +31.1% | 0.55% | +24.8% |
| Q4 2022 | $6,497,463 | +227.3% | 239,229 | +171.5% | 0.44% | +188.8% |
| Q3 2022 | $1,985,000 | +254.5% | 88,112 | +327.2% | 0.15% | +261.9% |
| Q2 2022 | $560,000 | +833.3% | 20,626 | +996.0% | 0.04% | +950.0% |
| Q1 2022 | $60,000 | – | 1,882 | – | 0.00% | – |
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% |