ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 416 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.18 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $34,000 | +17.2% | 1,168 | +0.8% | 0.01% | -14.3% |
| Q3 2020 | $29,000 | -3.3% | 1,159 | -3.1% | 0.01% | -12.5% |
| Q2 2020 | $30,000 | +15.4% | 1,196 | +65.2% | 0.01% | +14.3% |
| Q4 2019 | $26,000 | +85.7% | 724 | +74.0% | 0.01% | +75.0% |
| Q3 2019 | $14,000 | -12.5% | 416 | -17.5% | 0.00% | 0.0% |
| Q2 2019 | $16,000 | -99.8% | 504 | +159.8% | 0.00% | +100.0% |
| Q4 2017 | $6,556,000 | -61.2% | 194 | -61.2% | 0.00% | -66.7% |
| Q3 2017 | $16,880,000 | +4.6% | 500 | +1.4% | 0.01% | +50.0% |
| Q2 2017 | $16,131,000 | -27.2% | 493 | -30.0% | 0.00% | -42.9% |
| Q1 2017 | $22,148,000 | -16.6% | 704 | -21.6% | 0.01% | -12.5% |
| Q4 2016 | $26,546,000 | +49.5% | 898 | +58.7% | 0.01% | +166.7% |
| Q3 2016 | $17,752,000 | +111.6% | 566 | +92.5% | 0.00% | 0.0% |
| Q2 2016 | $8,390,000 | +63.2% | 294 | +83.8% | 0.00% | +200.0% |
| Q2 2015 | $5,142,000 | – | 160 | – | 0.00% | – |
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% |