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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $925,000 | +3.5% | 29,680 | +0.9% | 0.95% | -10.5% |
| Q3 2021 | $894,000 | -10.1% | 29,415 | -4.2% | 1.06% | -14.1% |
| Q2 2021 | $994,000 | +13.7% | 30,691 | +10.5% | 1.23% | +10.6% |
| Q1 2021 | $874,000 | -5.3% | 27,767 | -11.3% | 1.11% | +71.9% |
| Q4 2020 | $923,000 | +9.4% | 31,312 | -7.5% | 0.65% | +1.6% |
| Q3 2020 | $844,000 | +7.1% | 33,847 | +7.9% | 0.64% | -2.2% |
| Q2 2020 | $788,000 | +1.5% | 31,380 | -8.6% | 0.65% | -14.7% |
| Q1 2020 | $776,000 | -51.2% | 34,336 | -27.5% | 0.76% | -43.1% |
| Q4 2019 | $1,590,000 | +7.7% | 47,358 | -1.4% | 1.34% | +3.8% |
| Q3 2019 | $1,476,000 | +5.4% | 48,019 | +5.3% | 1.29% | +2.6% |
| Q2 2019 | $1,401,000 | +3.8% | 45,620 | +4.3% | 1.26% | +6.0% |
| Q1 2019 | $1,350,000 | +3.1% | 43,744 | -4.0% | 1.19% | -11.2% |
| Q4 2018 | $1,309,000 | -16.0% | 45,582 | -4.5% | 1.34% | +12.5% |
| Q3 2018 | $1,558,000 | -10.6% | 47,752 | -12.2% | 1.19% | -28.3% |
| Q2 2018 | $1,742,000 | -1.8% | 54,359 | +0.9% | 1.66% | -2.2% |
| Q1 2018 | $1,774,000 | +2.8% | 53,863 | +5.5% | 1.70% | +7.2% |
| Q4 2017 | $1,726,000 | – | 51,069 | – | 1.58% | – |
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% |