ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 442 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $379,605 | -3.5% | 14,945 | 0.0% | 0.13% | 0.0% |
| Q2 2023 | $393,505 | -3.8% | 14,945 | +0.4% | 0.13% | -8.5% |
| Q1 2023 | $409,182 | +43.6% | 14,885 | +17.5% | 0.14% | +25.9% |
| Q3 2022 | $285,000 | -17.2% | 12,664 | 0.0% | 0.11% | -21.1% |
| Q2 2022 | $344,000 | +57.1% | 12,664 | +83.4% | 0.14% | +82.1% |
| Q1 2022 | $219,000 | +1.9% | 6,906 | 0.0% | 0.08% | -10.3% |
| Q4 2021 | $215,000 | +1435.7% | 6,906 | +1417.8% | 0.09% | +987.5% |
| Q1 2019 | $14,000 | -17.6% | 455 | -21.4% | 0.01% | -11.1% |
| Q4 2018 | $17,000 | -15.0% | 579 | -5.2% | 0.01% | -10.0% |
| Q3 2018 | $20,000 | +33.3% | 611 | +34.3% | 0.01% | +11.1% |
| Q2 2018 | $15,000 | 0.0% | 455 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $15,000 | 0.0% | 455 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $15,000 | 0.0% | 455 | 0.0% | 0.01% | -10.0% |
| Q3 2017 | $15,000 | 0.0% | 455 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $15,000 | +7.1% | 455 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $14,000 | +7.7% | 455 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $13,000 | – | 455 | – | 0.01% | – |
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% |