ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 410 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,038,269 | -9.5% | 40,877 | -6.2% | 0.02% | -16.7% |
| Q2 2023 | $1,147,883 | -10.7% | 43,596 | -6.8% | 0.02% | -25.0% |
| Q1 2023 | $1,285,590 | +233.8% | 46,766 | -9.8% | 0.02% | +166.7% |
| Q4 2022 | $385,095 | +20.7% | 51,875 | +266.8% | 0.01% | -10.0% |
| Q3 2022 | $319,000 | -16.9% | 14,141 | 0.0% | 0.01% | -16.7% |
| Q2 2022 | $384,000 | -73.8% | 14,141 | -69.3% | 0.01% | -98.6% |
| Q2 2013 | $1,464,000 | – | 46,001 | – | 0.85% | – |
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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% |