ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 431 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,767,984 | -31.2% | 65,095 | -43.0% | 0.15% | -45.6% |
| Q3 2022 | $2,571,000 | -34.4% | 114,126 | -20.9% | 0.27% | -23.9% |
| Q2 2022 | $3,918,000 | +46.2% | 144,241 | +70.9% | 0.36% | +62.8% |
| Q1 2022 | $2,680,000 | -24.6% | 84,387 | -26.0% | 0.22% | -14.8% |
| Q4 2021 | $3,554,000 | +40.5% | 113,992 | +13.2% | 0.26% | -67.0% |
| Q2 2020 | $2,529,000 | +84200.0% | 100,694 | +89805.4% | 0.78% | +38650.0% |
| Q1 2020 | $3,000 | – | 112 | – | 0.00% | – |
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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% |