ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 408 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.02 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $13,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $13,000 | +30.0% | 400 | 0.0% | 0.00% | -50.0% |
| Q3 2020 | $10,000 | 0.0% | 400 | 0.0% | 0.00% | -20.0% |
| Q2 2020 | $10,000 | +11.1% | 400 | 0.0% | 0.01% | -16.7% |
| Q1 2020 | $9,000 | -30.8% | 400 | -7.4% | 0.01% | -14.3% |
| Q3 2019 | $13,000 | 0.0% | 432 | 0.0% | 0.01% | -12.5% |
| Q2 2019 | $13,000 | 0.0% | 432 | 0.0% | 0.01% | +14.3% |
| Q1 2019 | $13,000 | +8.3% | 432 | 0.0% | 0.01% | -12.5% |
| Q4 2018 | $12,000 | -64.7% | 432 | -58.1% | 0.01% | -57.9% |
| Q3 2018 | $34,000 | +142.9% | 1,032 | +138.9% | 0.02% | +111.1% |
| Q2 2018 | $14,000 | -53.3% | 432 | -51.7% | 0.01% | -52.6% |
| Q1 2018 | $30,000 | -14.3% | 894 | -13.8% | 0.02% | -9.5% |
| Q4 2017 | $35,000 | – | 1,037 | – | 0.02% | – |
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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% |