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 | ||||
---|---|---|---|---|---|---|
Q4 2022 | $261 | -99.9% | 9,595 | 0.0% | 0.01% | 0.0% |
Q3 2022 | $216,000 | -49.5% | 9,595 | -39.1% | 0.01% | -42.9% |
Q2 2022 | $428,000 | -14.7% | 15,747 | -0.4% | 0.01% | -6.7% |
Q1 2022 | $502,000 | +1.8% | 15,815 | 0.0% | 0.02% | +7.1% |
Q4 2021 | $493,000 | +53.1% | 15,815 | +49.5% | 0.01% | +40.0% |
Q3 2021 | $322,000 | +2.9% | 10,580 | +9.5% | 0.01% | 0.0% |
Q2 2021 | $313,000 | +3.0% | 9,663 | +0.2% | 0.01% | -9.1% |
Q1 2021 | $304,000 | +33.9% | 9,643 | +25.4% | 0.01% | +22.2% |
Q4 2020 | $227,000 | +11.8% | 7,687 | -4.9% | 0.01% | -10.0% |
Q2 2020 | $203,000 | -24.8% | 8,083 | 0.0% | 0.01% | -16.7% |
Q4 2019 | $270,000 | +3.4% | 8,083 | -4.9% | 0.01% | -7.7% |
Q3 2019 | $261,000 | 0.0% | 8,499 | 0.0% | 0.01% | -7.1% |
Q2 2019 | $261,000 | -0.4% | 8,499 | 0.0% | 0.01% | -6.7% |
Q1 2019 | $262,000 | +7.4% | 8,499 | 0.0% | 0.02% | -6.2% |
Q4 2018 | $244,000 | -11.9% | 8,499 | 0.0% | 0.02% | -5.9% |
Q3 2018 | $277,000 | – | 8,499 | – | 0.02% | – |
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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% |