ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 410 filers reported holding ISHARES TR in Q3 2022. 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 | $846,056 | -8.0% | 33,309 | -4.6% | 0.23% | -6.2% |
| Q2 2023 | $919,136 | -7.0% | 34,908 | -2.9% | 0.24% | -12.3% |
| Q1 2023 | $988,310 | -0.0% | 35,952 | -1.2% | 0.28% | -10.4% |
| Q4 2022 | $988,441 | +18.0% | 36,393 | -2.1% | 0.31% | +10.8% |
| Q3 2022 | $838,000 | -17.6% | 37,179 | -0.7% | 0.28% | -15.0% |
| Q2 2022 | $1,017,000 | -15.2% | 37,456 | -0.9% | 0.33% | -3.5% |
| Q1 2022 | $1,200,000 | -0.2% | 37,791 | -2.1% | 0.34% | +3.0% |
| Q4 2021 | $1,203,000 | +2.2% | 38,594 | -0.2% | 0.33% | -4.6% |
| Q3 2021 | $1,177,000 | -6.4% | 38,687 | -0.3% | 0.34% | -8.5% |
| Q2 2021 | $1,257,000 | +10.1% | 38,799 | +7.0% | 0.38% | +1.1% |
| Q1 2021 | $1,142,000 | +8.2% | 36,275 | +1.3% | 0.37% | -5.6% |
| Q4 2020 | $1,055,000 | +23.4% | 35,815 | +4.4% | 0.40% | -8.1% |
| Q3 2020 | $855,000 | +85400.0% | 34,304 | +83568.3% | 0.43% | +42900.0% |
| Q2 2016 | $1,000 | 0.0% | 41 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $1,000 | 0.0% | 41 | 0.0% | 0.00% | – |
| Q3 2015 | $1,000 | 0.0% | 41 | 0.0% | 0.00% | – |
| Q2 2015 | $1,000 | 0.0% | 41 | 0.0% | 0.00% | – |
| Q1 2015 | $1,000 | 0.0% | 41 | 0.0% | 0.00% | -100.0% |
| Q4 2014 | $1,000 | – | 41 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONETA GROUP INVESTMENT ADVISORS LLC | 3,368,424 | $103,478,000 | 10.20% |
| Independence Wealth Advisors, Inc. | 327,554 | $10,062,000 | 9.92% |
| Round Table Services, LLC | 924,058 | $28,387,000 | 8.75% |
| Highwater Wealth Management, LLC | 57,178 | $1,756,000 | 3.98% |
| BIEGEL & WALLER LLC | 233,087 | $7,160,000 | 3.66% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $27,587,000 | 3.37% |
| AGILIS PARTNERS LLC | 126,385 | $3,883,000 | 2.90% |
| ACCURATE INVESTMENT SOLUTIONS, INC. | 123,070 | $3,781,000 | 2.88% |
| Grove Bank & Trust | 222,743 | $6,843,000 | 2.50% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 112,451 | $3,455,000 | 2.46% |