ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 449 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,587,856 | -7.8% | 62,514 | -4.4% | 0.24% | -0.4% |
| Q2 2023 | $1,722,482 | -21.6% | 65,419 | -18.2% | 0.24% | -27.0% |
| Q1 2023 | $2,197,303 | -4.6% | 79,931 | -5.8% | 0.33% | -7.2% |
| Q4 2022 | $2,304,200 | +189.1% | 84,838 | +139.8% | 0.36% | +169.9% |
| Q3 2022 | $797,000 | -19.2% | 35,386 | -2.5% | 0.13% | -17.4% |
| Q2 2022 | $986,000 | +69.4% | 36,306 | +98.2% | 0.16% | +98.8% |
| Q1 2022 | $582,000 | – | 18,322 | – | 0.08% | – |
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% |