ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 434 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.05 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 ↓ |
|---|---|---|---|
| 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% |