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 | $613,664 | +57.0% | 24,160 | +555.5% | 0.00% | +100.0% |
Q2 2023 | $390,863 | -65.2% | 3,686 | -91.0% | 0.00% | -80.0% |
Q1 2023 | $1,123,104 | -23.3% | 40,855 | -24.2% | 0.01% | -54.5% |
Q2 2022 | $1,464,000 | -76.8% | 53,902 | -72.9% | 0.01% | -79.6% |
Q1 2022 | $6,322,000 | +15.7% | 199,049 | +13.6% | 0.05% | +28.6% |
Q4 2021 | $5,464,000 | -57.9% | 175,255 | -58.9% | 0.04% | -74.2% |
Q3 2021 | $12,973,000 | +55.1% | 426,461 | +65.2% | 0.16% | +71.6% |
Q2 2021 | $8,363,000 | +237.5% | 258,103 | +227.9% | 0.10% | +143.6% |
Q1 2021 | $2,478,000 | -51.9% | 78,720 | -55.0% | 0.04% | -46.6% |
Q4 2020 | $5,150,000 | +2745.3% | 174,752 | +2302.1% | 0.07% | +2333.3% |
Q3 2020 | $181,000 | -88.3% | 7,275 | -88.2% | 0.00% | -87.0% |
Q2 2020 | $1,543,000 | +16.4% | 61,443 | +4.7% | 0.02% | -57.4% |
Q1 2020 | $1,326,000 | -77.9% | 58,671 | -67.2% | 0.05% | -71.3% |
Q4 2019 | $6,002,000 | – | 178,793 | – | 0.19% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
First National Bank of Hutchinson | 847,196 | $19,147,000 | 9.67% |
Independence Wealth Advisors, Inc. | 327,116 | $7,393,000 | 8.89% |
Camarda Financial Advisors, LLC | 38,798 | $877,000 | 4.43% |
Round Table Services, LLC | 466,457 | $10,542,000 | 4.39% |
MONETA GROUP INVESTMENT ADVISORS LLC | 1,704,912 | $38,531,000 | 4.01% |
FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $20,295,000 | 2.94% |
Murphy, Middleton, Hinkle & Parker, Inc. | 120,447 | $2,722,000 | 2.40% |
Wealth Advisors of Tampa Bay, LLC | 94,088 | $2,126,000 | 2.38% |
ACCURATE INVESTMENT SOLUTIONS, INC. | 125,502 | $2,836,000 | 2.30% |
AGILIS PARTNERS LLC | 105,028 | $2,374,000 | 2.26% |