ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 410 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.01 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 ↓ |
|---|---|---|---|
| First National Bank of Hutchinson | 416,375 | $13,107,000 | 6.49% |
| Chicago Wealth Management, Inc. | 221,158 | $6,962,000 | 5.53% |
| Fountainhead AM, LLC | 250,504 | $7,886,000 | 4.19% |
| COWA, LLC | 178,695 | $5,725,000 | 3.44% |
| Berkeley Capital Partners, LLC | 225,003 | $7,083,000 | 3.42% |
| Wilshire Advisors LLC | 91,678 | $2,886,000 | 2.73% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $28,269,000 | 2.72% |
| Sterling Financial Planning, Inc. | 114,657 | $3,609,000 | 2.57% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 113,549 | $3,575,000 | 2.08% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 1,081,004 | $34,030,000 | 1.80% |