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 | $530,316 | -29.4% | 20,879 | -26.8% | 0.06% | -28.2% |
Q2 2023 | $750,829 | -4.5% | 28,516 | -0.2% | 0.08% | -7.1% |
Q1 2023 | $785,870 | +14.8% | 28,587 | +13.5% | 0.08% | +7.7% |
Q4 2022 | $684,359 | -56.4% | 25,197 | -63.8% | 0.08% | -57.8% |
Q3 2022 | $1,568,000 | +24.7% | 69,582 | +50.3% | 0.18% | +30.3% |
Q2 2022 | $1,257,000 | +46.0% | 46,281 | +70.7% | 0.14% | +65.1% |
Q1 2022 | $861,000 | +33.7% | 27,109 | +37.8% | 0.09% | +30.3% |
Q4 2021 | $644,000 | +5.6% | 19,674 | -1.9% | 0.07% | -33.3% |
Q3 2021 | $610,000 | -38.8% | 20,065 | -34.8% | 0.10% | -38.9% |
Q2 2021 | $997,000 | +60.3% | 30,781 | +55.8% | 0.16% | +118.9% |
Q1 2021 | $622,000 | -13.2% | 19,751 | -18.8% | 0.07% | -15.9% |
Q4 2020 | $717,000 | +13.6% | 24,321 | -3.9% | 0.09% | -2.2% |
Q3 2020 | $631,000 | -8.8% | 25,316 | -8.1% | 0.09% | -14.3% |
Q2 2020 | $692,000 | +41.8% | 27,535 | +27.6% | 0.10% | +15.4% |
Q1 2020 | $488,000 | +56.9% | 21,586 | +133.2% | 0.09% | +93.6% |
Q4 2019 | $311,000 | -9.6% | 9,257 | -17.3% | 0.05% | -2.1% |
Q3 2019 | $344,000 | -16.1% | 11,188 | -16.2% | 0.05% | -17.2% |
Q2 2019 | $410,000 | -24.5% | 13,356 | -24.1% | 0.06% | -32.6% |
Q1 2019 | $543,000 | +6.5% | 17,597 | -0.9% | 0.09% | -5.5% |
Q4 2018 | $510,000 | -47.0% | 17,761 | -39.8% | 0.09% | -41.3% |
Q3 2018 | $963,000 | +3.1% | 29,505 | +1.3% | 0.16% | +0.6% |
Q2 2018 | $934,000 | +10.7% | 29,134 | +14.0% | 0.15% | +5.5% |
Q1 2018 | $844,000 | +5.9% | 25,553 | +8.4% | 0.15% | +5.0% |
Q4 2017 | $797,000 | +31.5% | 23,574 | +31.3% | 0.14% | +18.8% |
Q3 2017 | $606,000 | +33.5% | 17,951 | +29.5% | 0.12% | +25.8% |
Q2 2017 | $454,000 | +9.7% | 13,860 | +5.3% | 0.09% | +4.5% |
Q1 2017 | $414,000 | -3.9% | 13,168 | -9.7% | 0.09% | -7.3% |
Q4 2016 | $431,000 | +47.6% | 14,586 | +49.6% | 0.10% | +45.5% |
Q3 2016 | $292,000 | -3.0% | 9,753 | -7.3% | 0.07% | -9.6% |
Q2 2016 | $301,000 | -24.4% | 10,517 | -23.4% | 0.07% | -18.9% |
Q1 2016 | $398,000 | +3.4% | 13,738 | +2.5% | 0.09% | -8.2% |
Q4 2015 | $385,000 | +54.6% | 13,403 | +51.4% | 0.10% | +48.5% |
Q3 2015 | $249,000 | -19.7% | 8,855 | -7.6% | 0.07% | -18.5% |
Q2 2015 | $310,000 | +13.6% | 9,588 | +18.1% | 0.08% | +52.8% |
Q1 2015 | $273,000 | +10.1% | 8,117 | +10.1% | 0.05% | -26.4% |
Q4 2014 | $248,000 | -6.8% | 7,374 | -0.9% | 0.07% | -18.2% |
Q3 2014 | $266,000 | -81.3% | 7,441 | -79.2% | 0.09% | -80.9% |
Q2 2014 | $1,426,000 | +98.1% | 35,751 | +91.8% | 0.46% | +88.5% |
Q1 2014 | $720,000 | – | 18,638 | – | 0.24% | – |
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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% |