ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 413 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.02 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $7,987,000 | -0.0% | 251,494 | -1.9% | 5.36% | +0.1% |
| Q4 2021 | $7,990,000 | +3.0% | 256,248 | +0.5% | 5.36% | -5.2% |
| Q3 2021 | $7,754,000 | -0.6% | 254,904 | +5.9% | 5.65% | +0.8% |
| Q2 2021 | $7,799,000 | +12.0% | 240,705 | +8.8% | 5.61% | +1.4% |
| Q1 2021 | $6,962,000 | +16.0% | 221,158 | +8.6% | 5.53% | -0.4% |
| Q4 2020 | $6,001,000 | +19.1% | 203,643 | +0.8% | 5.55% | -2.5% |
| Q3 2020 | $5,038,000 | +3.4% | 202,077 | +4.2% | 5.70% | -4.4% |
| Q2 2020 | $4,874,000 | -57.3% | 194,011 | -42.9% | 5.96% | -45.7% |
| Q4 2019 | $11,404,000 | – | 339,699 | – | 10.97% | – |
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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% |