ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 449 filers reported holding ISHARES TR in Q1 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 | $279,496 | -44.5% | 11,004 | -42.5% | 0.16% | -41.2% |
| Q2 2023 | $503,804 | -31.3% | 19,134 | -28.3% | 0.27% | -38.5% |
| Q1 2023 | $733,154 | -17.6% | 26,670 | -18.6% | 0.44% | -21.4% |
| Q4 2022 | $889,618 | +5.8% | 32,755 | -12.3% | 0.56% | -8.9% |
| Q3 2022 | $841,000 | -10.3% | 37,346 | +8.1% | 0.62% | -6.7% |
| Q2 2022 | $938,000 | +14.3% | 34,543 | +33.7% | 0.66% | +32.7% |
| Q1 2022 | $821,000 | +13.6% | 25,836 | +11.4% | 0.50% | +14.7% |
| Q4 2021 | $723,000 | +13.7% | 23,200 | +10.9% | 0.43% | +4.8% |
| Q3 2021 | $636,000 | +5.5% | 20,924 | +12.4% | 0.41% | +5.9% |
| Q2 2021 | $603,000 | -14.0% | 18,620 | -16.4% | 0.39% | -16.8% |
| Q1 2021 | $701,000 | +10.4% | 22,278 | +3.4% | 0.47% | -1.5% |
| Q4 2020 | $635,000 | +45.0% | 21,540 | +22.6% | 0.48% | +22.0% |
| Q3 2020 | $438,000 | -14.1% | 17,572 | -13.5% | 0.39% | -26.8% |
| Q2 2020 | $510,000 | +25.9% | 20,303 | +13.1% | 0.53% | -1.5% |
| Q1 2020 | $405,000 | -33.8% | 17,952 | -1.6% | 0.54% | +5.4% |
| Q4 2019 | $612,000 | – | 18,245 | – | 0.51% | – |
Download | ||||||
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% |