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 | $175,378 | +1.4% | 6,380 | +0.2% | 0.06% | -3.1% |
| Q4 2022 | $173,015 | -8.0% | 6,370 | -23.5% | 0.06% | -15.6% |
| Q3 2022 | $188,000 | -16.8% | 8,322 | 0.0% | 0.08% | -12.5% |
| Q2 2022 | $226,000 | -14.1% | 8,322 | +0.3% | 0.09% | -4.3% |
| Q1 2022 | $263,000 | +1.9% | 8,295 | +0.2% | 0.09% | +5.7% |
| Q4 2021 | $258,000 | +2.8% | 8,282 | +0.4% | 0.09% | -4.4% |
| Q3 2021 | $251,000 | -6.0% | 8,248 | 0.0% | 0.09% | -8.1% |
| Q2 2021 | $267,000 | +3.1% | 8,248 | +0.4% | 0.10% | -2.9% |
| Q1 2021 | $259,000 | +7.0% | 8,218 | 0.0% | 0.10% | -1.9% |
| Q4 2020 | $242,000 | +18.0% | 8,218 | +0.1% | 0.10% | +4.0% |
| Q3 2020 | $205,000 | -0.5% | 8,210 | +0.2% | 0.10% | -7.4% |
| Q2 2020 | $206,000 | -47.6% | 8,197 | -52.9% | 0.11% | -53.0% |
| Q1 2020 | $393,000 | -57.3% | 17,409 | -36.5% | 0.23% | -46.6% |
| Q4 2019 | $920,000 | +6.1% | 27,409 | -2.8% | 0.43% | -2.0% |
| Q3 2019 | $867,000 | -6.2% | 28,188 | -6.3% | 0.44% | -7.8% |
| Q2 2019 | $924,000 | -1.4% | 30,088 | -0.9% | 0.48% | -6.3% |
| Q1 2019 | $937,000 | +5.4% | 30,366 | -1.9% | 0.51% | -8.1% |
| Q4 2018 | $889,000 | -8.2% | 30,955 | +4.3% | 0.55% | -0.9% |
| Q3 2018 | $968,000 | -0.9% | 29,680 | -2.6% | 0.56% | -7.5% |
| Q2 2018 | $977,000 | -17.1% | 30,480 | -14.7% | 0.60% | -16.5% |
| Q1 2018 | $1,179,000 | -2.8% | 35,713 | -0.5% | 0.72% | -2.7% |
| Q4 2017 | $1,213,000 | -0.8% | 35,895 | -0.9% | 0.74% | -5.6% |
| Q3 2017 | $1,223,000 | +0.4% | 36,214 | -2.7% | 0.79% | -4.7% |
| Q2 2017 | $1,218,000 | -3.7% | 37,214 | -7.4% | 0.83% | -9.1% |
| Q1 2017 | $1,265,000 | +8.3% | 40,199 | +1.7% | 0.91% | +1.5% |
| Q4 2016 | $1,168,000 | – | 39,510 | – | 0.90% | – |
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% |