ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 413 filers reported holding ISHARES TR in Q1 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 2022 | $6,390,000 | -48.0% | 283,620 | -37.3% | 0.88% | -47.4% |
| Q2 2022 | $12,278,000 | -19.1% | 452,062 | -5.5% | 1.68% | -3.6% |
| Q1 2022 | $15,185,000 | +2.4% | 478,121 | +0.5% | 1.74% | +6.4% |
| Q4 2021 | $14,835,000 | -3.3% | 475,770 | -5.7% | 1.64% | -8.0% |
| Q3 2021 | $15,345,000 | -1.1% | 504,438 | +5.3% | 1.78% | -1.5% |
| Q2 2021 | $15,515,000 | +13.1% | 478,844 | +9.9% | 1.80% | +5.2% |
| Q1 2021 | $13,716,000 | – | 435,696 | – | 1.72% | – |
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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% |