ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 442 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,535,337 | -0.7% | 60,446 | +2.9% | 0.01% | +9.1% |
| Q2 2023 | $1,546,618 | +128.7% | 58,739 | +138.8% | 0.01% | +57.1% |
| Q1 2023 | $676,301 | +204.6% | 24,602 | +244.6% | 0.01% | +250.0% |
| Q4 2021 | $222,000 | -48.1% | 7,139 | -52.1% | 0.00% | -95.2% |
| Q4 2018 | $428,000 | -9.3% | 14,907 | +4.3% | 0.04% | -8.7% |
| Q3 2018 | $472,000 | +9.5% | 14,298 | +6.1% | 0.05% | -8.0% |
| Q2 2018 | $431,000 | +4.4% | 13,470 | +7.6% | 0.05% | -10.7% |
| Q1 2018 | $413,000 | +20.8% | 12,515 | +23.6% | 0.06% | +14.3% |
| Q4 2017 | $342,000 | +4.3% | 10,124 | +3.1% | 0.05% | -5.8% |
| Q3 2017 | $328,000 | +22.8% | 9,823 | +20.4% | 0.05% | -5.5% |
| Q2 2017 | $267,000 | – | 8,161 | – | 0.06% | – |
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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% |