ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 8 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $481,609 | +53.8% | 18,961 | +59.4% | 0.02% | +57.1% |
| Q2 2023 | $313,195 | -4.2% | 11,895 | 0.0% | 0.01% | -12.5% |
| Q1 2023 | $326,994 | +227.0% | 11,895 | +273.2% | 0.02% | +220.0% |
| Q1 2021 | $100,000 | +40.8% | 3,187 | +32.4% | 0.01% | +25.0% |
| Q4 2020 | $71,000 | +2.9% | 2,407 | -13.4% | 0.00% | -33.3% |
| Q3 2020 | $69,000 | +53.3% | 2,778 | +56.2% | 0.01% | +50.0% |
| Q2 2020 | $45,000 | -18.2% | 1,778 | -24.6% | 0.00% | -33.3% |
| Q1 2020 | $55,000 | -19.1% | 2,358 | +15.9% | 0.01% | -14.3% |
| Q4 2019 | $68,000 | +33.3% | 2,034 | +23.7% | 0.01% | +16.7% |
| Q3 2019 | $51,000 | +1175.0% | 1,644 | +1041.7% | 0.01% | – |
| Q2 2019 | $4,000 | 0.0% | 144 | 0.0% | 0.00% | – |
| Q1 2019 | $4,000 | 0.0% | 144 | 0.0% | 0.00% | -100.0% |
| Q4 2018 | $4,000 | 0.0% | 144 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $4,000 | -20.0% | 144 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $5,000 | 0.0% | 144 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $5,000 | -91.7% | 144 | -91.9% | 0.00% | -90.0% |
| Q4 2017 | $60,000 | 0.0% | 1,770 | 0.0% | 0.01% | -28.6% |
| Q3 2017 | $60,000 | – | 1,770 | – | 0.01% | – |
Download | ||||||
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% |