ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 431 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $522,249 | -10.3% | 20,561 | -7.0% | 0.02% | -20.0% |
| Q2 2023 | $581,946 | +98.7% | 22,102 | +107.5% | 0.02% | +66.7% |
| Q1 2023 | $292,820 | +21.2% | 10,652 | +19.7% | 0.01% | 0.0% |
| Q4 2022 | $241,653 | +6.5% | 8,897 | +24.3% | 0.01% | +9.1% |
| Q1 2022 | $227,000 | +9.7% | 7,157 | +7.6% | 0.01% | +10.0% |
| Q4 2021 | $207,000 | – | 6,650 | – | 0.01% | – |
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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% |