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 | ||||
---|---|---|---|---|---|---|
Q1 2022 | $234,000 | -95.4% | 7,346 | -95.5% | 0.06% | -95.0% |
Q4 2021 | $5,087,000 | +106.6% | 163,158 | +101.6% | 1.25% | -8.2% |
Q3 2021 | $2,462,000 | -18.4% | 80,948 | -13.1% | 1.36% | -19.0% |
Q2 2021 | $3,017,000 | +3.5% | 93,127 | +0.6% | 1.68% | -2.6% |
Q1 2021 | $2,915,000 | +12.1% | 92,598 | +4.9% | 1.72% | -4.9% |
Q4 2020 | $2,600,000 | +9.8% | 88,237 | -7.1% | 1.81% | +3.0% |
Q3 2020 | $2,369,000 | +0.7% | 95,015 | +1.4% | 1.76% | -10.3% |
Q2 2020 | $2,353,000 | +10.7% | 93,674 | -0.4% | 1.96% | -17.6% |
Q1 2020 | $2,126,000 | -33.2% | 94,088 | -0.8% | 2.38% | -18.8% |
Q4 2019 | $3,185,000 | +8.0% | 94,880 | -1.1% | 2.93% | +20.0% |
Q3 2019 | $2,948,000 | -9.7% | 95,905 | -9.8% | 2.45% | +3.2% |
Q2 2019 | $3,266,000 | -2.0% | 106,300 | -1.6% | 2.37% | -2.0% |
Q1 2019 | $3,333,000 | +9.9% | 108,007 | +2.2% | 2.42% | -1.9% |
Q4 2018 | $3,034,000 | -13.9% | 105,631 | -2.3% | 2.47% | -0.3% |
Q3 2018 | $3,525,000 | +10.1% | 108,067 | +7.4% | 2.47% | +1.1% |
Q2 2018 | $3,203,000 | -1.9% | 100,642 | +1.9% | 2.45% | +3.6% |
Q1 2018 | $3,264,000 | -3.5% | 98,765 | +0.9% | 2.36% | +1.8% |
Q4 2017 | $3,382,000 | – | 97,925 | – | 2.32% | – |
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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% |