ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 434 filers reported holding ISHARES TR in Q2 2023. 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 | $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 ↓ |
|---|---|---|---|
| First National Bank of Hutchinson | 416,375 | $13,107,000 | 6.49% |
| Chicago Wealth Management, Inc. | 221,158 | $6,962,000 | 5.53% |
| Fountainhead AM, LLC | 250,504 | $7,886,000 | 4.19% |
| COWA, LLC | 178,695 | $5,725,000 | 3.44% |
| Berkeley Capital Partners, LLC | 225,003 | $7,083,000 | 3.42% |
| Wilshire Advisors LLC | 91,678 | $2,886,000 | 2.73% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $28,269,000 | 2.72% |
| Sterling Financial Planning, Inc. | 114,657 | $3,609,000 | 2.57% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 113,549 | $3,575,000 | 2.08% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 1,081,004 | $34,030,000 | 1.80% |