ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 412 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.02 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $15,219 | -1.3% | 550 | 0.0% | 0.00% | -20.0% |
| Q1 2024 | $15,422 | +0.2% | 550 | 0.0% | 0.01% | 0.0% |
| Q4 2023 | $15,395 | +10.2% | 550 | 0.0% | 0.01% | 0.0% |
| Q3 2023 | $13,970 | -3.5% | 550 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $14,482 | -4.2% | 550 | 0.0% | 0.01% | -16.7% |
| Q1 2023 | $15,120 | +100700.0% | 550 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $15 | -99.9% | 550 | 0.0% | 0.01% | +20.0% |
| Q3 2022 | $12,000 | -20.0% | 550 | 0.0% | 0.01% | -16.7% |
| Q2 2022 | $15,000 | -11.8% | 550 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $17,000 | 0.0% | 550 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $17,000 | 0.0% | 550 | 0.0% | 0.01% | -14.3% |
| Q3 2021 | $17,000 | +30.8% | 550 | +37.5% | 0.01% | +16.7% |
| Q2 2021 | $13,000 | 0.0% | 400 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $13,000 | +8.3% | 400 | 0.0% | 0.01% | -14.3% |
| Q4 2020 | $12,000 | +20.0% | 400 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $10,000 | 0.0% | 400 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $10,000 | +11.1% | 400 | 0.0% | 0.01% | -12.5% |
| Q1 2020 | $9,000 | -30.8% | 400 | 0.0% | 0.01% | -11.1% |
| Q4 2019 | $13,000 | +8.3% | 400 | 0.0% | 0.01% | +28.6% |
| Q3 2019 | $12,000 | 0.0% | 400 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $12,000 | 0.0% | 400 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $12,000 | +9.1% | 400 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $11,000 | +266.7% | 400 | +300.0% | 0.01% | +250.0% |
| Q1 2017 | $3,000 | – | 100 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Independence Wealth Advisors, Inc. | 316,382 | $10,324,000 | 10.46% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 2,990,228 | $97,571,000 | 9.98% |
| Horan Securities, Inc. | 272,204 | $8,534,000 | 8.32% |
| Camarda Financial Advisors, LLC | 166,972 | $5,448,000 | 6.18% |
| BIEGEL & WALLER LLC | 325,594 | $10,624,000 | 6.13% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $29,302,000 | 3.77% |
| WESPAC Advisors SoCal, LLC | 207,660 | $6,775,000 | 3.40% |
| ACCURATE INVESTMENT SOLUTIONS, INC. | 119,222 | $3,890,000 | 2.69% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 115,585 | $3,772,000 | 2.66% |
| Wealth Advisors of Tampa Bay, LLC | 108,067 | $3,525,000 | 2.47% |