ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 432 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $299,999 | -27.9% | 11,811 | -25.2% | 0.10% | -5.9% |
Q2 2023 | $415,804 | -7.1% | 15,792 | -3.0% | 0.10% | -12.9% |
Q1 2023 | $447,486 | -2.1% | 16,278 | -3.3% | 0.12% | -12.1% |
Q4 2022 | $457,102 | +22.2% | 16,830 | +0.8% | 0.13% | +20.0% |
Q3 2022 | $374,000 | -18.5% | 16,692 | -0.8% | 0.11% | -17.3% |
Q2 2022 | $459,000 | -16.5% | 16,830 | -2.9% | 0.13% | -1.5% |
Q1 2022 | $550,000 | -59.6% | 17,339 | -60.4% | 0.14% | -57.4% |
Q4 2021 | $1,361,000 | +1.3% | 43,746 | -1.5% | 0.32% | -6.2% |
Q3 2021 | $1,343,000 | +1.7% | 44,419 | +8.6% | 0.34% | +1.2% |
Q2 2021 | $1,321,000 | +7.0% | 40,898 | +4.1% | 0.33% | -1.5% |
Q1 2021 | $1,235,000 | – | 39,276 | – | 0.34% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Independence Wealth Advisors, Inc. | 316,382 | $10,324,000 | 10.46% |
MONETA GROUP INVESTMENT ADVISORS LLC | 2,990,228 | $97,571,000 | 9.98% |
Horan Securities, Inc. | 272,204 | $8,534,000 | 8.32% |
Camarda Financial Advisors, LLC | 166,972 | $5,448,000 | 6.18% |
BIEGEL & WALLER LLC | 325,594 | $10,624,000 | 6.13% |
FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $29,302,000 | 3.77% |
WESPAC Advisors SoCal, LLC | 207,660 | $6,775,000 | 3.40% |
ACCURATE INVESTMENT SOLUTIONS, INC. | 119,222 | $3,890,000 | 2.69% |
Murphy, Middleton, Hinkle & Parker, Inc. | 115,585 | $3,772,000 | 2.66% |
Wealth Advisors of Tampa Bay, LLC | 108,067 | $3,525,000 | 2.47% |