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 | $859 | -3.6% | 33,835 | 0.0% | 0.05% | -18.6% |
| Q2 2023 | $891 | -4.2% | 33,835 | 0.0% | 0.06% | +5.4% |
| Q1 2023 | $930 | +8.1% | 33,835 | +6.8% | 0.06% | +12.0% |
| Q4 2022 | $860 | -99.8% | 31,670 | +39.0% | 0.05% | +42.9% |
| Q3 2022 | $513,000 | +3.0% | 22,785 | +24.2% | 0.04% | +6.1% |
| Q2 2022 | $498,000 | -14.4% | 18,340 | 0.0% | 0.03% | -5.7% |
| Q1 2022 | $582,000 | +1.7% | 18,340 | 0.0% | 0.04% | 0.0% |
| Q4 2021 | $572,000 | +5.1% | 18,340 | +9.3% | 0.04% | -16.7% |
| Q2 2021 | $544,000 | +8.4% | 16,785 | +5.3% | 0.04% | +7.7% |
| Q1 2021 | $502,000 | +10.3% | 15,945 | +3.2% | 0.04% | +5.4% |
| Q4 2020 | $455,000 | -29.1% | 15,450 | -40.0% | 0.04% | -37.3% |
| Q3 2020 | $642,000 | +103.2% | 25,770 | +104.8% | 0.06% | +96.7% |
| Q2 2020 | $316,000 | +11.3% | 12,580 | 0.0% | 0.03% | -6.2% |
| Q1 2020 | $284,000 | -32.7% | 12,580 | 0.0% | 0.03% | -17.9% |
| Q4 2019 | $422,000 | +9.0% | 12,580 | 0.0% | 0.04% | 0.0% |
| Q3 2019 | $387,000 | +0.3% | 12,580 | 0.0% | 0.04% | 0.0% |
| Q2 2019 | $386,000 | -0.5% | 12,580 | 0.0% | 0.04% | -2.5% |
| Q1 2019 | $388,000 | +7.5% | 12,580 | 0.0% | 0.04% | -7.0% |
| Q4 2018 | $361,000 | -12.0% | 12,580 | 0.0% | 0.04% | +4.9% |
| Q3 2018 | $410,000 | +1.7% | 12,580 | 0.0% | 0.04% | -2.4% |
| Q2 2018 | $403,000 | -2.9% | 12,580 | 0.0% | 0.04% | -2.3% |
| Q1 2018 | $415,000 | -2.4% | 12,580 | 0.0% | 0.04% | -2.3% |
| Q4 2017 | $425,000 | -5.6% | 12,580 | -5.6% | 0.04% | -8.3% |
| Q3 2017 | $450,000 | -62.2% | 13,325 | -62.3% | 0.05% | -51.5% |
| Q4 2014 | $1,192,000 | -5.9% | 35,390 | 0.0% | 0.10% | -12.4% |
| Q3 2014 | $1,267,000 | -10.3% | 35,390 | 0.0% | 0.11% | -27.6% |
| Q2 2014 | $1,412,000 | +3.3% | 35,390 | 0.0% | 0.16% | +41.8% |
| Q1 2014 | $1,367,000 | +1.8% | 35,390 | 0.0% | 0.11% | -2.7% |
| Q4 2013 | $1,343,000 | +4.7% | 35,390 | 0.0% | 0.11% | +4.6% |
| Q3 2013 | $1,283,000 | +13.9% | 35,390 | 0.0% | 0.11% | +10.2% |
| Q2 2013 | $1,126,000 | – | 35,390 | – | 0.10% | – |
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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% |