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 | ||||
---|---|---|---|---|---|---|
Q4 2021 | $240,000 | +8.6% | 7,702 | +5.9% | 0.02% | +5.9% |
Q3 2021 | $221,000 | -17.8% | 7,274 | -12.3% | 0.02% | -15.0% |
Q2 2021 | $269,000 | +8.0% | 8,298 | +4.9% | 0.02% | +5.3% |
Q1 2021 | $249,000 | +18.6% | 7,913 | +11.1% | 0.02% | -17.4% |
Q4 2020 | $210,000 | +2.4% | 7,122 | +16.3% | 0.02% | +27.8% |
Q1 2020 | $205,000 | -23.5% | 6,122 | -34.4% | 0.02% | -14.3% |
Q4 2018 | $268,000 | -54.9% | 9,339 | -49.1% | 0.02% | -43.2% |
Q3 2018 | $594,000 | -3.1% | 18,357 | -4.0% | 0.04% | 0.0% |
Q2 2018 | $613,000 | -3.9% | 19,116 | -1.1% | 0.04% | +12.1% |
Q1 2018 | $638,000 | +3.4% | 19,327 | +5.8% | 0.03% | +3.1% |
Q4 2017 | $617,000 | +18.9% | 18,269 | +18.8% | 0.03% | +14.3% |
Q3 2017 | $519,000 | +10.4% | 15,376 | +7.1% | 0.03% | +3.7% |
Q2 2017 | $470,000 | +11.1% | 14,363 | +6.9% | 0.03% | +8.0% |
Q1 2017 | $423,000 | +15.9% | 13,439 | +8.9% | 0.02% | +8.7% |
Q4 2016 | $365,000 | +76.3% | 12,337 | +79.0% | 0.02% | +76.9% |
Q3 2016 | $207,000 | – | 6,894 | – | 0.01% | – |
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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% |