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 | $423 | -3.4% | 16,664 | +0.1% | 0.03% | -10.8% |
| Q2 2023 | $438 | -18.9% | 16,652 | -15.2% | 0.04% | -27.5% |
| Q1 2023 | $540 | +11.1% | 19,643 | +9.7% | 0.05% | -8.9% |
| Q4 2022 | $486 | -99.9% | 17,906 | -2.2% | 0.06% | +9.8% |
| Q3 2022 | $412,000 | -13.3% | 18,301 | +4.7% | 0.05% | -10.5% |
| Q2 2022 | $475,000 | -10.9% | 17,480 | +4.1% | 0.06% | 0.0% |
| Q1 2022 | $533,000 | +3.9% | 16,794 | +2.2% | 0.06% | +1.8% |
| Q4 2021 | $513,000 | +2.4% | 16,439 | -0.2% | 0.06% | -25.3% |
| Q3 2021 | $501,000 | -8.9% | 16,472 | -2.9% | 0.08% | -8.5% |
| Q2 2021 | $550,000 | +3.0% | 16,972 | 0.0% | 0.08% | -3.5% |
| Q1 2021 | $534,000 | +9.7% | 16,972 | +2.6% | 0.08% | +14.9% |
| Q4 2020 | $487,000 | +51.2% | 16,542 | +16.0% | 0.07% | +7.2% |
| Q1 2020 | $322,000 | -35.9% | 14,264 | -4.7% | 0.07% | -28.9% |
| Q4 2019 | $502,000 | +2.9% | 14,966 | -5.7% | 0.10% | -5.8% |
| Q3 2019 | $488,000 | -2.8% | 15,870 | -2.8% | 0.10% | -6.4% |
| Q2 2019 | $502,000 | +8.9% | 16,330 | +9.3% | 0.11% | -11.3% |
| Q1 2019 | $461,000 | +27.7% | 14,937 | +18.7% | 0.12% | +18.1% |
| Q4 2018 | $361,000 | -11.3% | 12,580 | +0.8% | 0.10% | -2.8% |
| Q3 2018 | $407,000 | -6.0% | 12,480 | -7.5% | 0.11% | -15.6% |
| Q2 2018 | $433,000 | +1.2% | 13,498 | +4.2% | 0.13% | -2.3% |
| Q1 2018 | $428,000 | +54.5% | 12,960 | +58.1% | 0.13% | +56.0% |
| Q4 2017 | $277,000 | -10.9% | 8,195 | -10.9% | 0.08% | -20.0% |
| Q3 2017 | $311,000 | – | 9,200 | – | 0.10% | – |
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% |