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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,131,865 | -9.0% | 280,782 | -5.6% | 0.06% | -6.1% |
| Q2 2023 | $7,834,554 | -0.3% | 297,552 | +4.0% | 0.07% | -4.3% |
| Q1 2023 | $7,861,630 | +0.2% | 285,982 | -1.0% | 0.07% | -5.5% |
| Q4 2022 | $7,849,004 | +210.1% | 288,991 | +157.2% | 0.07% | +43.1% |
| Q3 2022 | $2,531,000 | +15.6% | 112,349 | +39.4% | 0.05% | +45.7% |
| Q2 2022 | $2,190,000 | -8.8% | 80,619 | +6.6% | 0.04% | +2.9% |
| Q1 2022 | $2,401,000 | +4.2% | 75,605 | +2.3% | 0.03% | +3.0% |
| Q4 2021 | $2,304,000 | +7.0% | 73,897 | +4.4% | 0.03% | -2.9% |
| Q3 2021 | $2,154,000 | -1.2% | 70,800 | +5.2% | 0.03% | -2.9% |
| Q2 2021 | $2,181,000 | +39.1% | 67,310 | +35.1% | 0.04% | +12.9% |
| Q1 2021 | $1,568,000 | +573.0% | 49,804 | +529.8% | 0.03% | +520.0% |
| Q4 2020 | $233,000 | -64.2% | 7,908 | -60.4% | 0.01% | -94.7% |
| Q3 2018 | $651,000 | -39.5% | 19,971 | -38.7% | 0.09% | -53.2% |
| Q1 2018 | $1,076,000 | -4.7% | 32,596 | -2.6% | 0.20% | -2.9% |
| Q4 2017 | $1,129,000 | -1.6% | 33,453 | -1.5% | 0.21% | -18.5% |
| Q3 2017 | $1,147,000 | -7.9% | 33,960 | -11.1% | 0.25% | -16.7% |
| Q2 2017 | $1,246,000 | +8.3% | 38,189 | +4.4% | 0.30% | -4.1% |
| Q1 2017 | $1,151,000 | +33.5% | 36,564 | +25.6% | 0.32% | +10.8% |
| Q4 2016 | $862,000 | – | 29,119 | – | 0.29% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First National Bank of Hutchinson | 416,375 | $13,107,000 | 6.49% |
| Chicago Wealth Management, Inc. | 221,158 | $6,962,000 | 5.53% |
| Fountainhead AM, LLC | 250,504 | $7,886,000 | 4.19% |
| COWA, LLC | 178,695 | $5,725,000 | 3.44% |
| Berkeley Capital Partners, LLC | 225,003 | $7,083,000 | 3.42% |
| Wilshire Advisors LLC | 91,678 | $2,886,000 | 2.73% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $28,269,000 | 2.72% |
| Sterling Financial Planning, Inc. | 114,657 | $3,609,000 | 2.57% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 113,549 | $3,575,000 | 2.08% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 1,081,004 | $34,030,000 | 1.80% |