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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $273 | -11.4% | 12,097 | +3.4% | 0.10% | +5.4% |
Q2 2023 | $308 | -4.3% | 11,697 | 0.0% | 0.09% | -9.8% |
Q1 2023 | $322 | +1.3% | 11,697 | 0.0% | 0.10% | -1.9% |
Q4 2022 | $318 | -99.9% | 11,697 | -3.3% | 0.10% | +7.2% |
Q3 2022 | $273,000 | -17.5% | 12,097 | -0.8% | 0.10% | -11.8% |
Q2 2022 | $331,000 | -17.9% | 12,197 | -3.9% | 0.11% | -4.3% |
Q1 2022 | $403,000 | -2.9% | 12,697 | -4.6% | 0.12% | -5.7% |
Q4 2021 | $415,000 | -21.3% | 13,313 | -23.1% | 0.12% | -28.7% |
Q3 2021 | $527,000 | -6.1% | 17,313 | 0.0% | 0.17% | -6.6% |
Q2 2021 | $561,000 | +2.9% | 17,313 | 0.0% | 0.18% | -1.1% |
Q1 2021 | $545,000 | +1.9% | 17,313 | -4.7% | 0.18% | -1.6% |
Q4 2020 | $535,000 | +1.1% | 18,163 | -14.5% | 0.19% | -10.5% |
Q3 2020 | $529,000 | -4.0% | 21,238 | -3.2% | 0.21% | -8.7% |
Q2 2020 | $551,000 | +11.1% | 21,938 | 0.0% | 0.23% | -7.3% |
Q1 2020 | $496,000 | -35.6% | 21,938 | -4.4% | 0.25% | -19.2% |
Q4 2019 | $770,000 | -4.3% | 22,938 | -12.4% | 0.31% | -11.3% |
Q3 2019 | $805,000 | +0.1% | 26,188 | 0.0% | 0.35% | +0.3% |
Q2 2019 | $804,000 | -1.0% | 26,188 | -0.5% | 0.34% | -3.4% |
Q1 2019 | $812,000 | +7.4% | 26,320 | 0.0% | 0.36% | -2.5% |
Q4 2018 | $756,000 | -12.0% | 26,320 | 0.0% | 0.37% | +2.2% |
Q3 2018 | $859,000 | +6.3% | 26,320 | +4.4% | 0.36% | -1.9% |
Q2 2018 | $808,000 | -3.0% | 25,220 | 0.0% | 0.36% | -4.7% |
Q1 2018 | $833,000 | -2.2% | 25,220 | 0.0% | 0.38% | +2.7% |
Q4 2017 | $852,000 | -5.2% | 25,220 | -5.3% | 0.37% | -11.0% |
Q3 2017 | $899,000 | +9.4% | 26,620 | +6.0% | 0.42% | +5.3% |
Q2 2017 | $822,000 | +3.1% | 25,120 | -0.8% | 0.40% | +1.5% |
Q1 2017 | $797,000 | +6.6% | 25,320 | 0.0% | 0.39% | +0.8% |
Q4 2016 | $748,000 | -2.6% | 25,320 | -1.2% | 0.39% | -6.7% |
Q3 2016 | $768,000 | +6.4% | 25,620 | +1.6% | 0.42% | +5.3% |
Q2 2016 | $722,000 | -1.2% | 25,220 | 0.0% | 0.40% | -4.6% |
Q1 2016 | $731,000 | +1.0% | 25,220 | 0.0% | 0.42% | -2.1% |
Q4 2015 | $724,000 | – | 25,220 | – | 0.42% | – |
Download |
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% |