ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 421 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.02 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $68,000 | -26.9% | 2,496 | -13.8% | 0.01% | -31.2% |
| Q1 2022 | $93,000 | +12.0% | 2,896 | +9.4% | 0.02% | +14.3% |
| Q4 2021 | $83,000 | +3.8% | 2,646 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $80,000 | -7.0% | 2,646 | 0.0% | 0.01% | -12.5% |
| Q2 2021 | $86,000 | +1333.3% | 2,646 | +1412.0% | 0.02% | +1500.0% |
| Q1 2021 | $6,000 | +20.0% | 175 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $5,000 | -99.9% | 175 | -99.8% | 0.00% | -100.0% |
| Q3 2019 | $3,547,000 | +10.2% | 115,394 | +10.1% | 2.36% | +1.5% |
| Q2 2019 | $3,219,000 | +118.1% | 104,782 | +121.1% | 2.33% | +44.8% |
| Q1 2019 | $1,476,000 | +16300.0% | 47,393 | +16826.1% | 1.61% | +26700.0% |
| Q1 2018 | $9,000 | 0.0% | 280 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $9,000 | 0.0% | 280 | 0.0% | 0.01% | +50.0% |
| Q3 2017 | $9,000 | 0.0% | 280 | 0.0% | 0.00% | +33.3% |
| Q2 2017 | $9,000 | 0.0% | 280 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $9,000 | 0.0% | 280 | -7.0% | 0.00% | 0.0% |
| Q4 2016 | $9,000 | 0.0% | 301 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $9,000 | 0.0% | 301 | 0.0% | 0.00% | -40.0% |
| Q2 2016 | $9,000 | 0.0% | 301 | -4.4% | 0.01% | -16.7% |
| Q1 2016 | $9,000 | – | 315 | – | 0.01% | – |
Download | ||||||
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% |