ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 449 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $437,146 | -9.4% | 17,210 | -6.0% | 0.06% | -12.2% |
| Q2 2023 | $482,326 | -16.8% | 18,318 | -13.1% | 0.07% | -24.5% |
| Q1 2023 | $579,702 | -11.3% | 21,087 | -12.3% | 0.10% | -16.2% |
| Q4 2022 | $653,210 | +9.4% | 24,050 | -9.2% | 0.12% | -3.3% |
| Q3 2022 | $597,000 | -15.7% | 26,480 | +1.6% | 0.12% | -9.7% |
| Q2 2022 | $708,000 | -3.3% | 26,060 | +13.1% | 0.13% | +9.8% |
| Q1 2022 | $732,000 | +7.3% | 23,037 | +5.3% | 0.12% | +14.0% |
| Q4 2021 | $682,000 | +34.0% | 21,881 | +30.8% | 0.11% | +21.6% |
| Q3 2021 | $509,000 | -3.8% | 16,723 | +2.4% | 0.09% | -39.7% |
| Q2 2021 | $529,000 | +1.7% | 16,329 | -1.1% | 0.15% | -11.0% |
| Q1 2021 | $520,000 | -12.2% | 16,513 | -17.8% | 0.16% | -11.8% |
| Q4 2020 | $592,000 | +14.7% | 20,088 | -3.0% | 0.19% | -0.5% |
| Q3 2020 | $516,000 | -2.3% | 20,713 | -1.5% | 0.19% | -16.1% |
| Q2 2020 | $528,000 | -40.5% | 21,036 | -46.4% | 0.22% | -52.8% |
| Q1 2020 | $887,000 | +120.6% | 39,246 | +227.6% | 0.47% | +153.8% |
| Q4 2019 | $402,000 | +70.3% | 11,981 | +56.3% | 0.19% | +38.8% |
| Q3 2019 | $236,000 | – | 7,665 | – | 0.13% | – |
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% |