ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 412 filers reported holding ISHARES TR in Q3 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 2023 | $533,674 | +103.1% | 19,414 | +100.7% | 0.02% | -5.3% |
| Q4 2022 | $262,768 | +21.1% | 9,675 | +0.6% | 0.02% | +5.6% |
| Q3 2022 | $217,000 | -27.7% | 9,621 | +2.0% | 0.02% | -14.3% |
| Q1 2022 | $300,000 | +2.4% | 9,432 | +0.5% | 0.02% | 0.0% |
| Q4 2021 | $293,000 | +3.2% | 9,389 | +0.4% | 0.02% | 0.0% |
| Q3 2021 | $284,000 | -5.6% | 9,352 | +0.8% | 0.02% | -8.7% |
| Q2 2021 | $301,000 | +3.4% | 9,280 | +0.5% | 0.02% | -8.0% |
| Q1 2021 | $291,000 | – | 9,235 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Independence Wealth Advisors, Inc. | 316,382 | $10,324,000 | 10.46% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 2,990,228 | $97,571,000 | 9.98% |
| Horan Securities, Inc. | 272,204 | $8,534,000 | 8.32% |
| Camarda Financial Advisors, LLC | 166,972 | $5,448,000 | 6.18% |
| BIEGEL & WALLER LLC | 325,594 | $10,624,000 | 6.13% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $29,302,000 | 3.77% |
| WESPAC Advisors SoCal, LLC | 207,660 | $6,775,000 | 3.40% |
| ACCURATE INVESTMENT SOLUTIONS, INC. | 119,222 | $3,890,000 | 2.69% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 115,585 | $3,772,000 | 2.66% |
| Wealth Advisors of Tampa Bay, LLC | 108,067 | $3,525,000 | 2.47% |