ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 427 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $112,365 | +98465.8% | 4,337 | 0.0% | 0.05% | +2.0% |
| Q2 2023 | $114 | -4.2% | 4,337 | 0.0% | 0.05% | -10.5% |
| Q1 2023 | $119 | +0.8% | 4,337 | 0.0% | 0.06% | -6.6% |
| Q4 2022 | $118 | -99.9% | 4,337 | -6.5% | 0.06% | +13.0% |
| Q3 2022 | $105,000 | -17.3% | 4,637 | -0.5% | 0.05% | -12.9% |
| Q2 2022 | $127,000 | -14.2% | 4,662 | 0.0% | 0.06% | +3.3% |
| Q1 2022 | $148,000 | +2.1% | 4,662 | 0.0% | 0.06% | +11.1% |
| Q4 2021 | $145,000 | -2.0% | 4,662 | -4.0% | 0.05% | -12.9% |
| Q3 2021 | $148,000 | -4.5% | 4,855 | 0.0% | 0.06% | -3.1% |
| Q2 2021 | $155,000 | -2.5% | 4,855 | -3.8% | 0.06% | -16.9% |
| Q1 2021 | $159,000 | +11.2% | 5,048 | +4.1% | 0.08% | +5.5% |
| Q4 2020 | $143,000 | +2.1% | 4,850 | 0.0% | 0.07% | -1.4% |
| Q3 2020 | $140,000 | +47.4% | 4,850 | +27.8% | 0.07% | +25.4% |
| Q2 2020 | $95,000 | +4.4% | 3,794 | 0.0% | 0.06% | -3.3% |
| Q1 2020 | $91,000 | +30.0% | 3,794 | +82.1% | 0.06% | +32.6% |
| Q4 2019 | $70,000 | +9.4% | 2,084 | 0.0% | 0.05% | 0.0% |
| Q3 2019 | $64,000 | -13.5% | 2,084 | -13.1% | 0.05% | -14.8% |
| Q2 2019 | $74,000 | -8.6% | 2,398 | -9.0% | 0.05% | -14.3% |
| Q1 2019 | $81,000 | +3.8% | 2,634 | -2.6% | 0.06% | -7.4% |
| Q4 2018 | $78,000 | -4.9% | 2,705 | 0.0% | 0.07% | +19.3% |
| Q3 2018 | $82,000 | -6.8% | 2,705 | 0.0% | 0.06% | +1.8% |
| Q2 2018 | $88,000 | -3.3% | 2,705 | -2.2% | 0.06% | -12.5% |
| Q1 2018 | $91,000 | -1.1% | 2,766 | +2.0% | 0.06% | -12.3% |
| Q4 2017 | $92,000 | – | 2,712 | – | 0.07% | – |
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% |