ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 427 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $177,038 | -3.5% | 6,970 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $183,520 | -9.0% | 6,970 | -5.0% | 0.01% | 0.0% |
| Q1 2023 | $201,639 | +1.2% | 7,335 | 0.0% | 0.01% | -16.7% |
| Q4 2022 | $199,219 | +42.3% | 7,335 | +18.3% | 0.01% | +50.0% |
| Q3 2022 | $140,000 | -16.7% | 6,201 | +0.5% | 0.00% | -20.0% |
| Q2 2022 | $168,000 | -14.3% | 6,173 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $196,000 | -1.5% | 6,173 | -3.4% | 0.01% | 0.0% |
| Q4 2021 | $199,000 | +5.9% | 6,391 | +3.5% | 0.01% | 0.0% |
| Q3 2021 | $188,000 | -6.0% | 6,173 | 0.0% | 0.01% | -16.7% |
| Q2 2021 | $200,000 | +4900.0% | 6,173 | +5362.8% | 0.01% | – |
| Q2 2017 | $4,000 | – | 113 | – | 0.00% | – |
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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% |