ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 427 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| 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% |