ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 413 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 1.05 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2024 | $1,886,727 | +125.7% | 67,287 | +125.3% | 0.00% | +50.0% |
Q4 2023 | $835,866 | +36.2% | 29,863 | +23.6% | 0.00% | 0.0% |
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 ↓ |
---|---|---|---|
Independence Wealth Advisors, Inc. | 316,382 | $10,324,000 | 10.46% |
MONETA GROUP INVESTMENT ADVISORS LLC | 2,990,228 | $97,571,000 | 9.98% |
Horan Securities, Inc. | 272,204 | $8,534,000 | 8.32% |
Camarda Financial Advisors, LLC | 166,972 | $5,448,000 | 6.18% |
BIEGEL & WALLER LLC | 325,594 | $10,624,000 | 6.13% |
FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $29,302,000 | 3.77% |
WESPAC Advisors SoCal, LLC | 207,660 | $6,775,000 | 3.40% |
ACCURATE INVESTMENT SOLUTIONS, INC. | 119,222 | $3,890,000 | 2.69% |
Murphy, Middleton, Hinkle & Parker, Inc. | 115,585 | $3,772,000 | 2.66% |
Wealth Advisors of Tampa Bay, LLC | 108,067 | $3,525,000 | 2.47% |