ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 416 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.18 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $24,000 | -4.0% | 747 | 0.0% | 0.03% | +36.8% |
| Q1 2018 | $25,000 | 0.0% | 747 | 0.0% | 0.02% | +5.6% |
| Q4 2017 | $25,000 | +400.0% | 747 | +388.2% | 0.02% | +350.0% |
| Q4 2016 | $5,000 | 0.0% | 153 | 0.0% | 0.00% | -20.0% |
| Q3 2016 | $5,000 | +25.0% | 153 | 0.0% | 0.01% | +25.0% |
| Q2 2016 | $4,000 | 0.0% | 153 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $4,000 | 0.0% | 153 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $4,000 | – | 153 | – | 0.00% | – |
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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% |