ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 421 filers reported holding ISHARES TR in Q2 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 | $37,002 | +1.2% | 1,346 | 0.0% | 0.04% | +85.0% |
Q4 2022 | $36,557 | +21.9% | 1,346 | 0.0% | 0.02% | -23.1% |
Q3 2022 | $30,000 | -18.9% | 1,346 | 0.0% | 0.03% | -18.8% |
Q2 2022 | $37,000 | +76.2% | 1,346 | +104.6% | 0.03% | +255.6% |
Q1 2022 | $21,000 | +250.0% | 658 | +239.2% | 0.01% | +200.0% |
Q4 2021 | $6,000 | 0.0% | 194 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $6,000 | 0.0% | 194 | 0.0% | 0.00% | +50.0% |
Q2 2021 | $6,000 | 0.0% | 194 | 0.0% | 0.00% | -93.5% |
Q4 2020 | $6,000 | +20.0% | 194 | 0.0% | 0.03% | +416.7% |
Q3 2020 | $5,000 | – | 194 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
MONETA GROUP INVESTMENT ADVISORS LLC | 3,368,424 | $103,478,000 | 10.20% |
Independence Wealth Advisors, Inc. | 327,554 | $10,062,000 | 9.92% |
Round Table Services, LLC | 924,058 | $28,387,000 | 8.75% |
Highwater Wealth Management, LLC | 57,178 | $1,756,000 | 3.98% |
BIEGEL & WALLER LLC | 233,087 | $7,160,000 | 3.66% |
FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $27,587,000 | 3.37% |
AGILIS PARTNERS LLC | 126,385 | $3,883,000 | 2.90% |
ACCURATE INVESTMENT SOLUTIONS, INC. | 123,070 | $3,781,000 | 2.88% |
Grove Bank & Trust | 222,743 | $6,843,000 | 2.50% |
Murphy, Middleton, Hinkle & Parker, Inc. | 112,451 | $3,455,000 | 2.46% |