ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 410 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $59,893 | -3.5% | 2,358 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $62,086 | -4.2% | 2,358 | 0.0% | 0.02% | -5.9% |
| Q1 2023 | $64,821 | +1.2% | 2,358 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $64,043 | +20.8% | 2,358 | 0.0% | 0.02% | +6.2% |
| Q3 2022 | $53,000 | -17.2% | 2,358 | 0.0% | 0.02% | -15.8% |
| Q2 2022 | $64,000 | -14.7% | 2,358 | 0.0% | 0.02% | -9.5% |
| Q1 2022 | $75,000 | +1.4% | 2,358 | 0.0% | 0.02% | -4.5% |
| Q4 2021 | $74,000 | +2.8% | 2,358 | 0.0% | 0.02% | -8.3% |
| Q3 2021 | $72,000 | -5.3% | 2,358 | 0.0% | 0.02% | -7.7% |
| Q2 2021 | $76,000 | +2.7% | 2,358 | 0.0% | 0.03% | -7.1% |
| Q1 2021 | $74,000 | +7.2% | 2,358 | 0.0% | 0.03% | +3.7% |
| Q4 2020 | $69,000 | +21.1% | 2,358 | +2.7% | 0.03% | -3.6% |
| Q3 2020 | $57,000 | +7.5% | 2,297 | +9.2% | 0.03% | +3.7% |
| Q2 2020 | $53,000 | – | 2,103 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First National Bank of Hutchinson | 416,375 | $13,107,000 | 6.49% |
| Chicago Wealth Management, Inc. | 221,158 | $6,962,000 | 5.53% |
| Fountainhead AM, LLC | 250,504 | $7,886,000 | 4.19% |
| COWA, LLC | 178,695 | $5,725,000 | 3.44% |
| Berkeley Capital Partners, LLC | 225,003 | $7,083,000 | 3.42% |
| Wilshire Advisors LLC | 91,678 | $2,886,000 | 2.73% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $28,269,000 | 2.72% |
| Sterling Financial Planning, Inc. | 114,657 | $3,609,000 | 2.57% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 113,549 | $3,575,000 | 2.08% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 1,081,004 | $34,030,000 | 1.80% |