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 2023 | $370,595 | -1.4% | 14,075 | +2.9% | 0.04% | -5.1% |
Q1 2023 | $376,036 | -6.5% | 13,679 | -7.7% | 0.04% | -11.4% |
Q4 2022 | $402,375 | +28.1% | 14,815 | +6.2% | 0.04% | +15.8% |
Q3 2022 | $314,000 | +10.6% | 13,945 | +33.4% | 0.04% | +15.2% |
Q2 2022 | $284,000 | -17.4% | 10,454 | -3.6% | 0.03% | -10.8% |
Q1 2022 | $344,000 | -50.3% | 10,843 | -50.7% | 0.04% | -58.4% |
Q1 2021 | $692,000 | -3.1% | 21,979 | -9.2% | 0.09% | -11.0% |
Q4 2020 | $714,000 | -7.3% | 24,215 | -21.6% | 0.10% | -18.0% |
Q3 2020 | $770,000 | -6.7% | 30,898 | -6.0% | 0.12% | -13.5% |
Q2 2020 | $825,000 | +10.4% | 32,860 | -0.6% | 0.14% | -7.8% |
Q1 2020 | $747,000 | -7.5% | 33,068 | +37.4% | 0.15% | +6.2% |
Q4 2019 | $808,000 | +11.8% | 24,063 | +2.3% | 0.14% | +0.7% |
Q3 2019 | $723,000 | -12.4% | 23,526 | -12.4% | 0.14% | -12.3% |
Q2 2019 | $825,000 | +5.9% | 26,864 | +6.4% | 0.16% | +2.5% |
Q1 2019 | $779,000 | +10.5% | 25,255 | +2.9% | 0.16% | -3.6% |
Q4 2018 | $705,000 | +23.7% | 24,544 | +40.4% | 0.16% | +34.1% |
Q3 2018 | $570,000 | +9.6% | 17,478 | +7.6% | 0.12% | +6.0% |
Q2 2018 | $520,000 | -4.8% | 16,239 | -1.8% | 0.12% | -22.1% |
Q1 2018 | $546,000 | +1.3% | 16,531 | +3.6% | 0.15% | +16.4% |
Q4 2017 | $539,000 | +149.5% | 15,950 | +148.8% | 0.13% | +137.0% |
Q3 2017 | $216,000 | – | 6,411 | – | 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% |