ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 434 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| 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% |