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 | $240,829 | -4.2% | 9,482 | -0.7% | 0.04% | -7.0% |
| Q2 2023 | $251,423 | -3.8% | 9,549 | -0.7% | 0.04% | -17.3% |
| Q4 2022 | $261,275 | -24.0% | 9,620 | -37.0% | 0.05% | -25.7% |
| Q3 2022 | $344,000 | -23.0% | 15,269 | -7.1% | 0.07% | -21.3% |
| Q2 2022 | $447,000 | -17.4% | 16,441 | -3.5% | 0.09% | -3.3% |
| Q1 2022 | $541,000 | -3.4% | 17,030 | -5.3% | 0.09% | 0.0% |
| Q4 2021 | $560,000 | -24.5% | 17,975 | -26.3% | 0.09% | -31.3% |
| Q3 2021 | $742,000 | -8.1% | 24,388 | -2.0% | 0.13% | -8.2% |
| Q2 2021 | $807,000 | -7.3% | 24,893 | -10.0% | 0.15% | -14.1% |
| Q1 2021 | $871,000 | -0.5% | 27,666 | -6.8% | 0.17% | -6.6% |
| Q4 2020 | $875,000 | +23.1% | 29,677 | +4.0% | 0.18% | +4.0% |
| Q3 2020 | $711,000 | -62.0% | 28,535 | -61.7% | 0.18% | -65.6% |
| Q2 2020 | $1,873,000 | -9.4% | 74,581 | -18.4% | 0.51% | -25.7% |
| Q1 2020 | $2,067,000 | -32.4% | 91,449 | +0.4% | 0.68% | -16.6% |
| Q4 2019 | $3,057,000 | +8.3% | 91,066 | -0.9% | 0.82% | -5.5% |
| Q3 2019 | $2,824,000 | -1.6% | 91,871 | -1.7% | 0.87% | -7.0% |
| Q2 2019 | $2,870,000 | -0.7% | 93,437 | -0.2% | 0.93% | -9.1% |
| Q1 2019 | $2,889,000 | +0.1% | 93,616 | -6.9% | 1.03% | -21.2% |
| Q4 2018 | $2,886,000 | -12.5% | 100,531 | -0.5% | 1.30% | -3.3% |
| Q3 2018 | $3,297,000 | -9.6% | 101,030 | -11.8% | 1.35% | -33.6% |
| Q2 2018 | $3,646,000 | -3.9% | 114,568 | -1.6% | 2.03% | -3.5% |
| Q1 2018 | $3,794,000 | +4.6% | 116,474 | +11.0% | 2.11% | -6.5% |
| Q4 2017 | $3,627,000 | – | 104,970 | – | 2.25% | – |
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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% |