ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 416 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.18 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 ↓ |
|---|---|---|---|
| MONETA GROUP INVESTMENT ADVISORS LLC | 3,368,424 | $103,478,000 | 10.20% |
| Independence Wealth Advisors, Inc. | 327,554 | $10,062,000 | 9.92% |
| Round Table Services, LLC | 924,058 | $28,387,000 | 8.75% |
| Highwater Wealth Management, LLC | 57,178 | $1,756,000 | 3.98% |
| BIEGEL & WALLER LLC | 233,087 | $7,160,000 | 3.66% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $27,587,000 | 3.37% |
| AGILIS PARTNERS LLC | 126,385 | $3,883,000 | 2.90% |
| ACCURATE INVESTMENT SOLUTIONS, INC. | 123,070 | $3,781,000 | 2.88% |
| Grove Bank & Trust | 222,743 | $6,843,000 | 2.50% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 112,451 | $3,455,000 | 2.46% |