ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 410 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2022 | $38,000 | -13.6% | 1,388 | +1.0% | 0.01% | 0.0% |
Q1 2022 | $44,000 | -2.2% | 1,374 | -4.1% | 0.01% | +14.3% |
Q4 2021 | $45,000 | +4.7% | 1,432 | +1.7% | 0.01% | -12.5% |
Q3 2021 | $43,000 | -2.3% | 1,408 | +3.0% | 0.01% | 0.0% |
Q2 2021 | $44,000 | +2.3% | 1,367 | +0.5% | 0.01% | -20.0% |
Q1 2021 | $43,000 | +7.5% | 1,360 | +0.9% | 0.01% | 0.0% |
Q4 2020 | $40,000 | +21.2% | 1,348 | +0.5% | 0.01% | -9.1% |
Q3 2020 | $33,000 | -29.8% | 1,341 | -27.7% | 0.01% | -38.9% |
Q2 2020 | $47,000 | -11.3% | 1,855 | -21.5% | 0.02% | -25.0% |
Q1 2020 | $53,000 | -58.6% | 2,363 | -37.9% | 0.02% | -50.0% |
Q4 2019 | $128,000 | +4.1% | 3,804 | -5.1% | 0.05% | -12.7% |
Q3 2019 | $123,000 | 0.0% | 4,009 | +0.9% | 0.06% | +3.8% |
Q2 2019 | $123,000 | +18.3% | 3,974 | +17.6% | 0.05% | 0.0% |
Q1 2019 | $104,000 | +23.8% | 3,379 | +15.0% | 0.05% | -3.6% |
Q4 2018 | $84,000 | -25.0% | 2,937 | -14.1% | 0.06% | -17.9% |
Q3 2018 | $112,000 | +19.1% | 3,421 | +19.0% | 0.07% | -4.3% |
Q1 2018 | $94,000 | -9.6% | 2,874 | -3.0% | 0.07% | -10.3% |
Q4 2017 | $104,000 | +6.1% | 2,963 | +0.9% | 0.08% | -11.4% |
Q3 2017 | $98,000 | +6.5% | 2,937 | +3.5% | 0.09% | -8.3% |
Q2 2017 | $92,000 | +5.7% | 2,838 | +1.2% | 0.10% | +4.3% |
Q1 2017 | $87,000 | +8.8% | 2,803 | +6.6% | 0.09% | -15.6% |
Q4 2016 | $80,000 | – | 2,630 | – | 0.11% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
MONETA GROUP INVESTMENT ADVISORS LLC | 3,368,424 | $103,478,000 | 10.20% |
Independence Wealth Advisors, Inc. | 327,554 | $10,062,000 | 9.92% |
Round Table Services, LLC | 924,058 | $28,387,000 | 8.75% |
Highwater Wealth Management, LLC | 57,178 | $1,756,000 | 3.98% |
BIEGEL & WALLER LLC | 233,087 | $7,160,000 | 3.66% |
FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $27,587,000 | 3.37% |
AGILIS PARTNERS LLC | 126,385 | $3,883,000 | 2.90% |
ACCURATE INVESTMENT SOLUTIONS, INC. | 123,070 | $3,781,000 | 2.88% |
Grove Bank & Trust | 222,743 | $6,843,000 | 2.50% |
Murphy, Middleton, Hinkle & Parker, Inc. | 112,451 | $3,455,000 | 2.46% |