ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 410 filers reported holding ISHARES TR in Q3 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 | $3,159,448 | -4.6% | 124,388 | -1.1% | 0.34% | -8.2% |
| Q2 2023 | $3,312,912 | -1.5% | 125,823 | +2.9% | 0.36% | -12.7% |
| Q1 2023 | $3,361,873 | -0.1% | 122,294 | -1.3% | 0.42% | -18.0% |
| Q4 2022 | $3,366,129 | +127.0% | 123,937 | +88.3% | 0.51% | +50.0% |
| Q3 2022 | $1,483,000 | -32.2% | 65,809 | -18.2% | 0.34% | -39.6% |
| Q2 2022 | $2,186,000 | +12.2% | 80,498 | +31.2% | 0.56% | +14.0% |
| Q1 2022 | $1,949,000 | +26.6% | 61,361 | +24.3% | 0.49% | +14.6% |
| Q4 2021 | $1,539,000 | – | 49,356 | – | 0.43% | – |
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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% |