ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 421 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.02 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2021 | $330,000 | +11.5% | 10,590 | +9.0% | 0.00% | – |
Q3 2021 | $296,000 | -12.7% | 9,715 | -7.2% | 0.00% | – |
Q2 2021 | $339,000 | +39.5% | 10,465 | +35.6% | 0.00% | – |
Q1 2021 | $243,000 | +7.0% | 7,715 | 0.0% | 0.00% | – |
Q4 2020 | $227,000 | -11.0% | 7,715 | -24.5% | 0.00% | – |
Q3 2020 | $255,000 | – | 10,215 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
MONETA GROUP INVESTMENT ADVISORS LLC | 3,368,424 | $103,478,000 | 10.20% |
Independence Wealth Advisors, Inc. | 327,554 | $10,062,000 | 9.92% |
Round Table Services, LLC | 924,058 | $28,387,000 | 8.75% |
Highwater Wealth Management, LLC | 57,178 | $1,756,000 | 3.98% |
BIEGEL & WALLER LLC | 233,087 | $7,160,000 | 3.66% |
FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $27,587,000 | 3.37% |
AGILIS PARTNERS LLC | 126,385 | $3,883,000 | 2.90% |
ACCURATE INVESTMENT SOLUTIONS, INC. | 123,070 | $3,781,000 | 2.88% |
Grove Bank & Trust | 222,743 | $6,843,000 | 2.50% |
Murphy, Middleton, Hinkle & Parker, Inc. | 112,451 | $3,455,000 | 2.46% |