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 | ||||
|---|---|---|---|---|---|---|
| Q2 2015 | $610,000 | -45.2% | 18,867 | -43.0% | 0.15% | -47.4% |
| Q1 2015 | $1,113,000 | -19.7% | 33,087 | -19.5% | 0.29% | -20.3% |
| Q4 2014 | $1,386,000 | -11.7% | 41,127 | -6.2% | 0.36% | -16.9% |
| Q3 2014 | $1,569,000 | -9.1% | 43,827 | +1.3% | 0.43% | -2.0% |
| Q2 2014 | $1,727,000 | -0.6% | 43,282 | -3.7% | 0.44% | +4.7% |
| Q1 2014 | $1,737,000 | +22.7% | 44,965 | +20.4% | 0.42% | +2.7% |
| Q4 2013 | $1,416,000 | +14.1% | 37,335 | +9.1% | 0.41% | -5.3% |
| Q3 2013 | $1,241,000 | +12.3% | 34,215 | -1.4% | 0.43% | +7.4% |
| Q2 2013 | $1,105,000 | – | 34,705 | – | 0.40% | – |
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% |