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 | $885,107 | -4.7% | 34,847 | -1.2% | 0.06% | -1.5% |
Q2 2023 | $929,097 | -8.2% | 35,287 | -4.1% | 0.07% | -8.3% |
Q1 2023 | $1,011,738 | -7.0% | 36,804 | -8.1% | 0.07% | -14.3% |
Q4 2022 | $1,088,190 | +28.6% | 40,065 | +6.7% | 0.08% | +18.3% |
Q3 2022 | $846,000 | -29.4% | 37,548 | -14.9% | 0.07% | -26.0% |
Q2 2022 | $1,198,000 | -49.6% | 44,123 | -41.1% | 0.10% | -39.6% |
Q1 2022 | $2,379,000 | +5.1% | 74,894 | +3.1% | 0.16% | +8.2% |
Q4 2021 | $2,264,000 | +17.5% | 72,616 | +22.2% | 0.15% | -3.3% |
Q2 2021 | $1,926,000 | +30.5% | 59,435 | +26.8% | 0.15% | +7.0% |
Q1 2021 | $1,476,000 | +7.6% | 46,889 | +0.7% | 0.14% | -0.7% |
Q4 2020 | $1,372,000 | +81.0% | 46,570 | +53.1% | 0.14% | +146.6% |
Q3 2020 | $758,000 | +14.3% | 30,414 | +15.2% | 0.06% | -42.0% |
Q2 2020 | $663,000 | +13.1% | 26,398 | +51.3% | 0.10% | +35.1% |
Q4 2019 | $586,000 | – | 17,449 | – | 0.07% | – |
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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% |