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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $201,000 | -2.0% | 6,331 | 0.0% | 0.02% | +5.9% |
| Q2 2021 | $205,000 | -35.3% | 6,331 | -37.2% | 0.02% | -41.4% |
| Q1 2021 | $317,000 | -35.2% | 10,082 | -39.2% | 0.03% | -39.6% |
| Q4 2020 | $489,000 | +6.3% | 16,590 | -10.1% | 0.05% | -5.9% |
| Q3 2020 | $460,000 | -46.9% | 18,449 | -46.5% | 0.05% | -50.5% |
| Q2 2020 | $867,000 | -42.0% | 34,514 | -47.8% | 0.10% | -50.7% |
| Q1 2020 | $1,495,000 | -80.2% | 66,134 | -70.6% | 0.21% | -47.6% |
| Q4 2019 | $7,546,000 | +22.2% | 224,773 | +11.9% | 0.40% | -52.6% |
| Q3 2019 | $6,175,000 | – | 200,871 | – | 0.84% | – |
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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% |