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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $1,637,000 | +66.2% | 50,513 | +61.4% | 0.06% | +46.3% |
| Q1 2021 | $985,000 | -5.4% | 31,292 | -11.4% | 0.04% | -14.6% |
| Q4 2020 | $1,041,000 | +14.9% | 35,319 | -2.8% | 0.05% | 0.0% |
| Q3 2020 | $906,000 | -7.3% | 36,336 | -6.6% | 0.05% | -17.2% |
| Q2 2020 | $977,000 | +34.2% | 38,886 | +20.7% | 0.06% | +7.4% |
| Q1 2020 | $728,000 | -18.7% | 32,208 | +20.9% | 0.05% | -5.3% |
| Q4 2019 | $895,000 | +22.1% | 26,651 | +11.8% | 0.06% | +7.5% |
| Q3 2019 | $733,000 | +13.8% | 23,848 | +13.8% | 0.05% | +10.4% |
| Q2 2019 | $644,000 | +44.4% | 20,951 | +44.8% | 0.05% | +29.7% |
| Q1 2019 | $446,000 | +121.9% | 14,467 | +135.1% | 0.04% | +85.0% |
| Q3 2018 | $201,000 | -10.3% | 6,154 | -21.5% | 0.02% | -68.3% |
| Q2 2016 | $224,000 | -1.3% | 7,836 | 0.0% | 0.06% | -13.7% |
| Q1 2016 | $227,000 | +1.8% | 7,836 | +1.1% | 0.07% | -18.9% |
| Q4 2015 | $223,000 | – | 7,754 | – | 0.09% | – |
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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% |