ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 439 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.34 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $371,608 | -11.5% | 13,430 | -10.3% | 0.05% | -15.6% |
| Q1 2024 | $419,927 | -8.0% | 14,976 | -8.2% | 0.06% | -37.9% |
| Q4 2023 | $456,685 | +7.6% | 16,316 | -1.9% | 0.10% | -13.4% |
| Q3 2023 | $424,296 | +1.9% | 16,626 | +5.2% | 0.12% | +12.3% |
| Q2 2023 | $416,304 | -3.5% | 15,811 | +0.8% | 0.11% | -7.8% |
| Q1 2023 | $431,291 | +13.5% | 15,689 | +12.2% | 0.12% | +12.7% |
| Q4 2022 | $379,860 | +45.5% | 13,986 | +20.5% | 0.10% | +39.7% |
| Q3 2022 | $261,000 | +3.6% | 11,602 | +24.9% | 0.07% | +4.3% |
| Q2 2022 | $252,000 | -35.4% | 9,291 | -24.4% | 0.07% | -21.3% |
| Q1 2022 | $390,000 | – | 12,287 | – | 0.09% | – |
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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% |