ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 442 filers reported holding ISHARES TR in Q4 2021. 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 | $6,248 | +9.9% | 246,000 | +13.9% | 4.55% | +18.2% |
| Q2 2023 | $5,687 | -4.2% | 216,000 | 0.0% | 3.85% | +47.5% |
| Q1 2023 | $5,938 | +337.3% | 216,000 | +332.0% | 2.61% | +287.5% |
| Q4 2022 | $1,358 | -100.0% | 50,000 | -66.9% | 0.67% | -67.5% |
| Q3 2022 | $3,402,000 | +3.5% | 151,000 | +24.8% | 2.08% | +49.2% |
| Q2 2022 | $3,286,000 | +5.4% | 121,000 | +21.0% | 1.39% | -49.0% |
| Q4 2021 | $3,118,000 | +14.5% | 100,000 | +19.0% | 2.73% | +51.6% |
| Q2 2021 | $2,722,000 | – | 84,000 | – | 1.80% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First National Bank of Hutchinson | 847,196 | $19,147,000 | 9.67% |
| Independence Wealth Advisors, Inc. | 327,116 | $7,393,000 | 8.89% |
| Camarda Financial Advisors, LLC | 38,798 | $877,000 | 4.43% |
| Round Table Services, LLC | 466,457 | $10,542,000 | 4.39% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 1,704,912 | $38,531,000 | 4.01% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $20,295,000 | 2.94% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 120,447 | $2,722,000 | 2.40% |
| Wealth Advisors of Tampa Bay, LLC | 94,088 | $2,126,000 | 2.38% |
| ACCURATE INVESTMENT SOLUTIONS, INC. | 125,502 | $2,836,000 | 2.30% |
| AGILIS PARTNERS LLC | 105,028 | $2,374,000 | 2.26% |