ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 427 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,576,449 | -2.2% | 101,435 | +1.4% | 0.66% | +0.2% |
| Q2 2023 | $2,633,922 | -1.5% | 100,035 | +2.8% | 0.66% | -7.6% |
| Q1 2023 | $2,675,272 | +57.6% | 97,318 | +55.7% | 0.71% | +46.9% |
| Q4 2022 | $1,697,256 | +8.7% | 62,491 | -9.8% | 0.48% | +1.7% |
| Q3 2022 | $1,561,000 | -17.8% | 69,272 | -0.9% | 0.48% | -13.9% |
| Q2 2022 | $1,899,000 | -15.6% | 69,931 | -1.2% | 0.55% | -7.5% |
| Q1 2022 | $2,249,000 | +4.3% | 70,814 | +2.4% | 0.60% | +6.8% |
| Q4 2021 | $2,157,000 | +273.2% | 69,171 | +264.3% | 0.56% | +243.6% |
| Q3 2021 | $578,000 | +2.3% | 18,989 | +8.8% | 0.16% | -14.7% |
| Q2 2021 | $565,000 | +9.7% | 17,448 | +6.6% | 0.19% | -0.5% |
| Q1 2021 | $515,000 | – | 16,364 | – | 0.19% | – |
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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% |