ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 413 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.02 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $149,061 | +5.4% | 5,325 | -4.3% | 0.02% | -5.6% |
| Q3 2023 | $141,374 | -4.0% | 5,566 | -0.4% | 0.02% | -5.3% |
| Q2 2023 | $147,209 | +28.4% | 5,591 | +34.0% | 0.02% | +18.8% |
| Q1 2023 | $114,687 | +7.5% | 4,172 | +6.2% | 0.02% | +6.7% |
| Q4 2022 | $106,707 | +20.7% | 3,929 | +0.1% | 0.02% | +7.1% |
| Q3 2022 | $88,419 | -21.4% | 3,925 | -5.3% | 0.01% | -12.5% |
| Q2 2022 | $112,538 | -10.6% | 4,144 | +4.5% | 0.02% | 0.0% |
| Q1 2022 | $125,911 | +26.0% | 3,964 | +23.6% | 0.02% | +33.3% |
| Q4 2021 | $99,948 | +34.1% | 3,206 | +30.9% | 0.01% | +20.0% |
| Q3 2021 | $74,529 | -34.7% | 2,450 | -30.4% | 0.01% | -37.5% |
| Q2 2021 | $114,080 | +2.9% | 3,521 | 0.0% | 0.02% | -5.9% |
| Q1 2021 | $110,841 | -1.6% | 3,521 | -7.9% | 0.02% | -15.0% |
| Q4 2020 | $112,605 | -19.9% | 3,821 | -32.2% | 0.02% | -31.0% |
| Q3 2020 | $140,505 | -1.3% | 5,636 | -0.6% | 0.03% | -9.4% |
| Q2 2020 | $142,373 | -9.0% | 5,668 | -18.2% | 0.03% | -20.0% |
| Q1 2020 | $156,526 | -42.8% | 6,926 | -15.0% | 0.04% | -31.0% |
| Q4 2019 | $273,627 | +6.7% | 8,151 | -2.3% | 0.06% | -1.7% |
| Q3 2019 | $256,542 | -8.0% | 8,346 | -8.1% | 0.06% | -10.6% |
| Q2 2019 | $278,902 | -1.7% | 9,079 | -1.2% | 0.07% | -7.0% |
| Q1 2019 | $283,690 | +7.7% | 9,193 | +0.2% | 0.07% | -5.3% |
| Q4 2018 | $263,475 | -32.9% | 9,177 | -23.8% | 0.08% | -16.7% |
| Q3 2018 | $392,872 | -3.2% | 12,040 | -4.9% | 0.09% | -10.0% |
| Q2 2018 | $405,710 | -2.8% | 12,659 | +0.1% | 0.10% | -8.3% |
| Q1 2018 | $417,538 | -4.5% | 12,649 | -2.2% | 0.11% | -6.0% |
| Q4 2017 | $437,094 | -1.6% | 12,936 | -1.7% | 0.12% | -10.8% |
| Q3 2017 | $444,241 | +14.4% | 13,159 | +10.8% | 0.13% | +0.8% |
| Q2 2017 | $388,414 | +1.4% | 11,871 | -2.5% | 0.13% | -2.3% |
| Q1 2017 | $383,177 | +0.5% | 12,180 | -5.6% | 0.13% | -7.7% |
| Q4 2016 | $381,364 | -7.6% | 12,901 | -6.3% | 0.14% | -10.6% |
| Q3 2016 | $412,806 | +2.8% | 13,769 | -1.8% | 0.16% | +1.3% |
| Q2 2016 | $401,602 | -1.6% | 14,027 | -0.4% | 0.16% | -5.4% |
| Q1 2016 | $408,079 | – | 14,077 | – | 0.17% | – |
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% |