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 | $1,969,341 | -9.0% | 77,533 | -5.7% | 0.08% | -11.5% |
Q2 2023 | $2,164,803 | -7.0% | 82,218 | -2.9% | 0.09% | -13.9% |
Q1 2023 | $2,328,063 | -1.3% | 84,688 | -2.5% | 0.10% | -9.0% |
Q4 2022 | $2,358,574 | +19.0% | 86,840 | -1.3% | 0.11% | +6.7% |
Q3 2022 | $1,982,000 | +10.7% | 87,976 | +33.5% | 0.10% | +10.6% |
Q2 2022 | $1,790,000 | -12.6% | 65,904 | +2.2% | 0.09% | -7.8% |
Q1 2022 | $2,048,000 | +12.2% | 64,511 | +10.2% | 0.10% | +12.1% |
Q4 2021 | $1,826,000 | +9.7% | 58,556 | +7.0% | 0.09% | -4.2% |
Q3 2021 | $1,664,000 | -2.2% | 54,716 | +4.1% | 0.10% | -7.8% |
Q2 2021 | $1,702,000 | +3.5% | 52,536 | +0.6% | 0.10% | -22.0% |
Q1 2021 | $1,644,000 | +6.8% | 52,221 | 0.0% | 0.13% | +12.8% |
Q4 2020 | $1,539,000 | +42.0% | 52,221 | +20.1% | 0.12% | +25.8% |
Q3 2020 | $1,084,000 | +0.9% | 43,474 | +1.7% | 0.09% | -7.0% |
Q2 2020 | $1,074,000 | +35.4% | 42,754 | +21.8% | 0.10% | +14.9% |
Q1 2020 | $793,000 | +111.5% | 35,106 | +214.6% | 0.09% | +112.2% |
Q4 2019 | $375,000 | +9.3% | 11,160 | 0.0% | 0.04% | -2.4% |
Q3 2019 | $343,000 | +41.7% | 11,160 | +41.7% | 0.04% | +31.2% |
Q2 2019 | $242,000 | -0.4% | 7,875 | 0.0% | 0.03% | -8.6% |
Q1 2019 | $243,000 | – | 7,875 | – | 0.04% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
First National Bank of Hutchinson | 847,196 | $19,147,000 | 9.67% |
Independence Wealth Advisors, Inc. | 327,116 | $7,393,000 | 8.89% |
Camarda Financial Advisors, LLC | 38,798 | $877,000 | 4.43% |
Round Table Services, LLC | 466,457 | $10,542,000 | 4.39% |
MONETA GROUP INVESTMENT ADVISORS LLC | 1,704,912 | $38,531,000 | 4.01% |
FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $20,295,000 | 2.94% |
Murphy, Middleton, Hinkle & Parker, Inc. | 120,447 | $2,722,000 | 2.40% |
Wealth Advisors of Tampa Bay, LLC | 94,088 | $2,126,000 | 2.38% |
ACCURATE INVESTMENT SOLUTIONS, INC. | 125,502 | $2,836,000 | 2.30% |
AGILIS PARTNERS LLC | 105,028 | $2,374,000 | 2.26% |