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 2023 | $780,439 | -1.9% | 29,641 | +2.5% | 0.30% | -5.8% |
| Q1 2023 | $795,223 | +1.6% | 28,928 | +0.4% | 0.31% | -5.4% |
| Q4 2022 | $782,505 | +24.6% | 28,811 | +3.3% | 0.33% | +15.7% |
| Q3 2022 | $628,000 | -15.9% | 27,895 | +1.4% | 0.29% | -10.6% |
| Q2 2022 | $747,000 | -12.1% | 27,507 | +2.7% | 0.32% | +1.3% |
| Q1 2022 | $850,000 | +4.7% | 26,794 | +2.8% | 0.32% | +7.8% |
| Q4 2021 | $812,000 | -19.0% | 26,069 | -21.0% | 0.29% | -25.1% |
| Q3 2021 | $1,003,000 | -3.1% | 32,993 | +3.2% | 0.39% | +1.0% |
| Q2 2021 | $1,035,000 | +6.6% | 31,965 | +3.6% | 0.39% | +1.3% |
| Q1 2021 | $971,000 | +6.8% | 30,864 | 0.0% | 0.38% | +5.2% |
| Q4 2020 | $909,000 | +17.9% | 30,864 | -0.2% | 0.36% | +17.5% |
| Q3 2020 | $771,000 | +0.4% | 30,929 | +1.1% | 0.31% | -7.2% |
| Q2 2020 | $768,000 | -6.1% | 30,586 | -15.6% | 0.33% | -19.4% |
| Q1 2020 | $818,000 | -29.8% | 36,224 | +4.2% | 0.41% | -19.6% |
| Q4 2019 | $1,166,000 | +12.8% | 34,754 | +3.3% | 0.51% | +6.6% |
| Q3 2019 | $1,034,000 | +0.1% | 33,641 | 0.0% | 0.48% | +5.2% |
| Q2 2019 | $1,033,000 | +6.3% | 33,641 | +6.8% | 0.46% | +10.4% |
| Q1 2019 | $972,000 | +10.1% | 31,512 | +2.5% | 0.42% | -5.5% |
| Q4 2018 | $883,000 | -9.6% | 30,750 | +2.7% | 0.44% | +2.1% |
| Q3 2018 | $977,000 | +3.4% | 29,952 | +1.5% | 0.43% | -3.6% |
| Q2 2018 | $945,000 | -3.6% | 29,499 | -0.7% | 0.45% | -13.7% |
| Q1 2018 | $980,000 | – | 29,703 | – | 0.52% | – |
Download | ||||||
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% |