ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 408 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.02 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $375,462 | -8.5% | 15,300 | -1.0% | 0.02% | -4.8% |
| Q2 2023 | $410,507 | -5.6% | 15,450 | 0.0% | 0.02% | -16.0% |
| Q1 2023 | $434,918 | -9.3% | 15,450 | -7.6% | 0.02% | -13.8% |
| Q4 2022 | $479,448 | +11.2% | 16,723 | -4.8% | 0.03% | -6.5% |
| Q3 2022 | $431,000 | -16.0% | 17,561 | -5.3% | 0.03% | -16.2% |
| Q2 2022 | $513,000 | -10.8% | 18,553 | -3.5% | 0.04% | -15.9% |
| Q1 2022 | $575,000 | -48.2% | 19,219 | -43.2% | 0.04% | -44.3% |
| Q4 2021 | $1,110,000 | +5.3% | 33,821 | 0.0% | 0.08% | +6.8% |
| Q3 2021 | $1,054,000 | -52.6% | 33,821 | -50.6% | 0.07% | -10.8% |
| Q2 2021 | $2,222,000 | +131.5% | 68,530 | +132.6% | 0.08% | +5.1% |
| Q1 2021 | $960,000 | – | 29,457 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First National Bank of Hutchinson | 416,375 | $13,107,000 | 6.49% |
| Chicago Wealth Management, Inc. | 221,158 | $6,962,000 | 5.53% |
| Fountainhead AM, LLC | 250,504 | $7,886,000 | 4.19% |
| COWA, LLC | 178,695 | $5,725,000 | 3.44% |
| Berkeley Capital Partners, LLC | 225,003 | $7,083,000 | 3.42% |
| Wilshire Advisors LLC | 91,678 | $2,886,000 | 2.73% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $28,269,000 | 2.72% |
| Sterling Financial Planning, Inc. | 114,657 | $3,609,000 | 2.57% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 113,549 | $3,575,000 | 2.08% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 1,081,004 | $34,030,000 | 1.80% |