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 | $303,066 | -4.2% | 11,932 | -0.6% | 0.00% | 0.0% |
| Q2 2023 | $316,190 | +7.1% | 12,009 | +11.9% | 0.00% | 0.0% |
| Q1 2023 | $295,116 | -16.8% | 10,735 | -17.8% | 0.00% | 0.0% |
| Q4 2022 | $354,664 | +16.3% | 13,058 | -3.6% | 0.00% | 0.0% |
| Q3 2022 | $305,000 | -9.8% | 13,549 | +9.0% | 0.00% | 0.0% |
| Q2 2022 | $338,000 | -19.5% | 12,431 | -5.9% | 0.00% | 0.0% |
| Q1 2022 | $420,000 | +79.5% | 13,210 | +75.7% | 0.00% | +100.0% |
| Q4 2021 | $234,000 | -24.0% | 7,518 | -44.8% | 0.00% | -66.7% |
| Q1 2020 | $308,000 | -68.3% | 13,623 | -53.0% | 0.00% | -50.0% |
| Q4 2019 | $973,000 | +0.2% | 28,982 | -8.2% | 0.01% | -14.3% |
| Q3 2019 | $971,000 | +4.7% | 31,586 | +4.6% | 0.01% | +16.7% |
| Q2 2019 | $927,000 | +5.2% | 30,183 | +5.7% | 0.01% | 0.0% |
| Q1 2019 | $881,000 | +36.0% | 28,559 | +26.6% | 0.01% | +20.0% |
| Q4 2018 | $648,000 | +210.0% | 22,558 | +252.5% | 0.01% | +400.0% |
| Q3 2018 | $209,000 | +1.5% | 6,400 | -0.7% | 0.00% | -50.0% |
| Q2 2018 | $206,000 | -16.6% | 6,443 | -14.1% | 0.00% | 0.0% |
| Q1 2018 | $247,000 | -81.1% | 7,502 | -81.2% | 0.00% | -83.3% |
| Q2 2017 | $1,304,000 | +204.7% | 39,858 | +192.8% | 0.01% | +200.0% |
| Q1 2017 | $428,000 | -4.5% | 13,612 | -10.3% | 0.00% | 0.0% |
| Q4 2016 | $448,000 | -18.5% | 15,167 | -17.3% | 0.00% | -20.0% |
| Q3 2016 | $550,000 | +82.7% | 18,330 | +74.7% | 0.01% | +66.7% |
| Q4 2015 | $301,000 | +49.0% | 10,494 | +68.0% | 0.00% | +50.0% |
| Q2 2015 | $202,000 | -95.8% | 6,245 | -95.4% | 0.00% | -96.6% |
| Q1 2015 | $4,763,000 | -34.8% | 135,976 | -37.3% | 0.06% | +5.5% |
| Q4 2014 | $7,310,000 | +341.4% | 217,004 | +369.0% | 0.06% | +89.7% |
| Q3 2014 | $1,656,000 | -45.3% | 46,265 | -39.1% | 0.03% | -48.2% |
| Q2 2014 | $3,028,000 | -10.9% | 75,908 | -13.7% | 0.06% | -22.2% |
| Q1 2014 | $3,399,000 | -41.8% | 87,970 | -42.9% | 0.07% | -63.8% |
| Q4 2013 | $5,842,000 | -9.1% | 153,976 | -13.1% | 0.20% | -2.9% |
| Q3 2013 | $6,426,000 | +93.6% | 177,231 | +69.9% | 0.20% | +133.0% |
| Q2 2013 | $3,320,000 | – | 104,293 | – | 0.09% | – |
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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% |