ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 442 filers reported holding ISHARES TR in Q4 2021. 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 | $1,258,595 | -30.5% | 50,526 | -27.2% | 0.03% | -22.2% |
| Q2 2023 | $1,809,949 | -15.0% | 69,400 | -7.4% | 0.04% | -12.2% |
| Q1 2023 | $2,129,365 | -16.1% | 74,925 | -16.6% | 0.04% | -19.6% |
| Q4 2022 | $2,537,617 | +12.5% | 89,859 | -11.3% | 0.05% | -1.9% |
| Q3 2022 | $2,256,000 | -35.9% | 101,359 | -23.3% | 0.05% | -33.3% |
| Q2 2022 | $3,517,000 | -26.0% | 132,180 | -12.7% | 0.08% | -16.1% |
| Q1 2022 | $4,751,000 | -5.4% | 151,394 | -3.8% | 0.09% | +6.9% |
| Q4 2021 | $5,022,000 | -3.3% | 157,344 | -5.9% | 0.09% | -7.4% |
| Q3 2021 | $5,196,000 | -11.2% | 167,181 | -7.5% | 0.09% | -10.5% |
| Q2 2021 | $5,854,000 | +2391.1% | 180,676 | +1831.1% | 0.10% | +600.0% |
| Q2 2020 | $235,000 | -1.7% | 9,356 | +31.7% | 0.02% | +25.0% |
| Q4 2019 | $239,000 | -2.4% | 7,105 | -10.8% | 0.01% | -14.3% |
| Q2 2019 | $245,000 | -71.5% | 7,969 | -68.7% | 0.01% | -81.8% |
| Q4 2017 | $860,000 | -11.8% | 25,440 | -11.9% | 0.08% | -12.5% |
| Q3 2017 | $975,000 | +3.5% | 28,870 | +0.3% | 0.09% | -2.2% |
| Q2 2017 | $942,000 | -33.9% | 28,779 | -36.4% | 0.09% | -37.5% |
| Q1 2017 | $1,425,000 | -19.9% | 45,280 | -24.8% | 0.14% | -26.2% |
| Q4 2016 | $1,779,000 | +102.6% | 60,184 | +105.5% | 0.20% | +101.0% |
| Q3 2016 | $878,000 | +11.4% | 29,280 | +6.4% | 0.10% | -5.8% |
| Q2 2016 | $788,000 | +78700.0% | 27,512 | +80817.6% | 0.10% | – |
| Q3 2015 | $1,000 | -80.0% | 34 | -78.6% | 0.00% | -100.0% |
| Q2 2015 | $5,000 | – | 159 | – | 0.00% | – |
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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% |