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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,258,237 | -29.2% | 207,017 | -26.6% | 0.18% | -28.5% |
Q2 2023 | $7,427,123 | +16.6% | 282,078 | +21.7% | 0.25% | +14.4% |
Q1 2023 | $6,370,797 | +73.7% | 231,750 | +71.6% | 0.22% | +68.0% |
Q4 2022 | $3,667,178 | +27.3% | 135,021 | +5.6% | 0.13% | +17.4% |
Q3 2022 | $2,880,000 | +3.5% | 127,811 | +24.8% | 0.11% | +6.9% |
Q2 2022 | $2,782,000 | +123.1% | 102,438 | +160.9% | 0.10% | +142.9% |
Q1 2022 | $1,247,000 | +73.9% | 39,258 | +70.8% | 0.04% | +68.0% |
Q4 2021 | $717,000 | +13.3% | 22,991 | +10.5% | 0.02% | 0.0% |
Q3 2021 | $633,000 | +1.3% | 20,806 | +7.9% | 0.02% | 0.0% |
Q2 2021 | $625,000 | – | 19,288 | – | 0.02% | – |
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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% |