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 | $7,127 | -6.3% | 280,598 | -2.9% | 2.57% | -13.6% |
Q2 2023 | $7,607 | +150.1% | 288,910 | +161.1% | 2.97% | +120.9% |
Q1 2023 | $3,042 | +1.2% | 110,665 | 0.0% | 1.34% | -3.6% |
Q4 2022 | $3,006 | -99.9% | 110,665 | -4.1% | 1.40% | -14.8% |
Q3 2022 | $2,599,000 | -17.1% | 115,377 | 0.0% | 1.64% | -15.5% |
Q2 2022 | $3,134,000 | -14.5% | 115,377 | 0.0% | 1.94% | +5.8% |
Q1 2022 | $3,664,000 | -3.1% | 115,377 | -4.8% | 1.83% | -3.1% |
Q4 2021 | $3,780,000 | +11.5% | 121,247 | +8.8% | 1.89% | +12.2% |
Q3 2021 | $3,389,000 | -2.3% | 111,391 | +4.1% | 1.68% | -12.0% |
Q2 2021 | $3,468,000 | +4.9% | 107,025 | +1.9% | 1.92% | +27.3% |
Q1 2021 | $3,306,000 | +6.8% | 105,028 | 0.0% | 1.50% | +3.6% |
Q4 2020 | $3,095,000 | +18.2% | 105,028 | 0.0% | 1.45% | +48.0% |
Q3 2020 | $2,618,000 | -0.8% | 105,028 | 0.0% | 0.98% | -36.5% |
Q2 2020 | $2,638,000 | +11.1% | 105,028 | 0.0% | 1.54% | -31.8% |
Q1 2020 | $2,374,000 | -44.0% | 105,028 | -16.9% | 2.26% | +0.1% |
Q4 2019 | $4,243,000 | +9.2% | 126,385 | 0.0% | 2.26% | -14.7% |
Q3 2019 | $3,885,000 | +0.1% | 126,385 | 0.0% | 2.65% | -8.5% |
Q2 2019 | $3,883,000 | +6.9% | 126,385 | +7.4% | 2.90% | -6.3% |
Q1 2019 | $3,633,000 | +11.7% | 117,713 | +3.9% | 3.09% | -8.2% |
Q4 2018 | $3,253,000 | – | 113,315 | – | 3.37% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
First National Bank of Hutchinson | 847,196 | $19,147,000 | 9.67% |
Independence Wealth Advisors, Inc. | 327,116 | $7,393,000 | 8.89% |
Camarda Financial Advisors, LLC | 38,798 | $877,000 | 4.43% |
Round Table Services, LLC | 466,457 | $10,542,000 | 4.39% |
MONETA GROUP INVESTMENT ADVISORS LLC | 1,704,912 | $38,531,000 | 4.01% |
FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $20,295,000 | 2.94% |
Murphy, Middleton, Hinkle & Parker, Inc. | 120,447 | $2,722,000 | 2.40% |
Wealth Advisors of Tampa Bay, LLC | 94,088 | $2,126,000 | 2.38% |
ACCURATE INVESTMENT SOLUTIONS, INC. | 125,502 | $2,836,000 | 2.30% |
AGILIS PARTNERS LLC | 105,028 | $2,374,000 | 2.26% |