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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $68,725 | +1.2% | 2,500 | 0.0% | 0.03% | -3.0% |
| Q4 2022 | $67,900 | +21.2% | 2,500 | 0.0% | 0.03% | +17.9% |
| Q3 2022 | $56,000 | -17.6% | 2,500 | 0.0% | 0.03% | -12.5% |
| Q2 2022 | $68,000 | -13.9% | 2,500 | 0.0% | 0.03% | +3.2% |
| Q1 2022 | $79,000 | +1.3% | 2,500 | 0.0% | 0.03% | 0.0% |
| Q4 2021 | $78,000 | +2.6% | 2,500 | 0.0% | 0.03% | -8.8% |
| Q3 2021 | $76,000 | -6.2% | 2,500 | 0.0% | 0.03% | -8.1% |
| Q2 2021 | $81,000 | +2.5% | 2,500 | 0.0% | 0.04% | -9.8% |
| Q1 2021 | $79,000 | +6.8% | 2,500 | 0.0% | 0.04% | -2.4% |
| Q4 2020 | $74,000 | +19.4% | 2,500 | 0.0% | 0.04% | +7.7% |
| Q3 2020 | $62,000 | -1.6% | 2,500 | 0.0% | 0.04% | -13.3% |
| Q2 2020 | $63,000 | +10.5% | 2,500 | 0.0% | 0.04% | +4.7% |
| Q1 2020 | $57,000 | -32.1% | 2,500 | 0.0% | 0.04% | -8.5% |
| Q4 2019 | $84,000 | – | 2,500 | – | 0.05% | – |
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% |