ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 449 filers reported holding ISHARES TR in Q1 2022. 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 | $203,041 | -2.7% | 7,386 | -3.9% | 0.04% | -9.8% |
| Q4 2022 | $208,752 | -77.1% | 7,686 | -81.0% | 0.04% | -79.9% |
| Q3 2022 | $912,000 | -19.0% | 40,461 | -2.4% | 0.20% | -20.9% |
| Q2 2022 | $1,126,000 | -44.4% | 41,461 | -35.0% | 0.26% | -16.5% |
| Q1 2022 | $2,025,000 | +2.0% | 63,761 | +0.1% | 0.31% | +8.4% |
| Q4 2021 | $1,986,000 | -8.7% | 63,711 | -10.9% | 0.28% | -20.8% |
| Q3 2021 | $2,176,000 | -19.5% | 71,505 | -14.3% | 0.36% | -20.9% |
| Q2 2021 | $2,702,000 | +7.7% | 83,406 | +4.7% | 0.46% | -4.2% |
| Q1 2021 | $2,509,000 | -11.7% | 79,697 | -17.3% | 0.48% | -17.4% |
| Q4 2020 | $2,841,000 | -0.9% | 96,372 | -16.2% | 0.58% | -14.1% |
| Q3 2020 | $2,868,000 | -14.2% | 115,047 | -13.5% | 0.67% | -23.3% |
| Q2 2020 | $3,341,000 | -22.6% | 132,970 | -30.4% | 0.87% | -33.6% |
| Q1 2020 | $4,318,000 | -21.9% | 191,030 | +16.0% | 1.31% | +14.7% |
| Q4 2019 | $5,528,000 | +9.2% | 164,690 | +0.0% | 1.14% | +4.9% |
| Q3 2019 | $5,062,000 | +15.1% | 164,680 | +15.0% | 1.09% | +14.6% |
| Q2 2019 | $4,398,000 | +1.3% | 143,180 | +1.8% | 0.95% | -0.2% |
| Q1 2019 | $4,341,000 | +13.6% | 140,680 | +5.7% | 0.96% | -4.8% |
| Q4 2018 | $3,821,000 | +83.6% | 133,090 | +108.6% | 1.00% | +62.6% |
| Q3 2018 | $2,081,000 | +12.9% | 63,790 | +11.0% | 0.62% | +1.6% |
| Q2 2018 | $1,843,000 | +1.9% | 57,490 | +4.9% | 0.61% | -6.9% |
| Q1 2018 | $1,809,000 | +23.4% | 54,780 | +26.3% | 0.65% | +29.9% |
| Q4 2017 | $1,466,000 | +216.6% | 43,380 | +216.6% | 0.50% | +219.7% |
| Q3 2017 | $463,000 | +34.6% | 13,700 | +30.5% | 0.16% | +36.5% |
| Q2 2017 | $344,000 | – | 10,500 | – | 0.12% | – |
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% |