ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 408 filers reported holding ISHARES TR in Q3 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 | $272,324 | +8.9% | 10,721 | +12.8% | 0.05% | +11.4% |
| Q2 2023 | $250,172 | -4.7% | 9,501 | -0.5% | 0.04% | -10.2% |
| Q1 2023 | $262,379 | +3.6% | 9,545 | +2.4% | 0.05% | -12.5% |
| Q4 2022 | $253,201 | +21.1% | 9,323 | +0.3% | 0.06% | +9.8% |
| Q3 2022 | $209,000 | -18.7% | 9,294 | -2.0% | 0.05% | -15.0% |
| Q2 2022 | $257,000 | -12.9% | 9,479 | +2.1% | 0.06% | +5.3% |
| Q1 2022 | $295,000 | +8.9% | 9,281 | +6.9% | 0.06% | +23.9% |
| Q4 2021 | $271,000 | +2.3% | 8,684 | -0.3% | 0.05% | -4.2% |
| Q3 2021 | $265,000 | -2.9% | 8,710 | +3.4% | 0.05% | -4.0% |
| Q2 2021 | $273,000 | – | 8,421 | – | 0.05% | – |
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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% |