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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $88,000 | -96.5% | 2,760 | -97.2% | 0.00% | -100.0% |
| Q2 2020 | $2,487,000 | +409.6% | 99,007 | +581.4% | 0.00% | – |
| Q4 2019 | $488,000 | -67.6% | 14,529 | -70.3% | 0.00% | -100.0% |
| Q3 2019 | $1,505,000 | -1.4% | 48,986 | -1.4% | 0.00% | 0.0% |
| Q2 2019 | $1,526,000 | +623.2% | 49,686 | +626.4% | 0.00% | – |
| Q1 2019 | $211,000 | -7.5% | 6,840 | -2.2% | 0.00% | – |
| Q3 2018 | $228,000 | -72.9% | 6,996 | -75.0% | 0.00% | -100.0% |
| Q3 2016 | $841,000 | +4.7% | 28,039 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $803,000 | +32.9% | 28,039 | +34.6% | 0.00% | 0.0% |
| Q1 2016 | $604,000 | – | 20,836 | – | 0.00% | – |
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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% |