ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 446 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $33 | -23.3% | 1,183 | -22.9% | 0.01% | -25.0% |
| Q1 2024 | $43 | 0.0% | 1,534 | +0.7% | 0.02% | -5.9% |
| Q4 2023 | $43 | +13.2% | 1,524 | +2.5% | 0.02% | +6.2% |
| Q3 2023 | $38 | -2.6% | 1,487 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $39 | -2.5% | 1,487 | +2.1% | 0.02% | -5.9% |
| Q1 2023 | $40 | +2.6% | 1,457 | +0.6% | 0.02% | -5.6% |
| Q4 2022 | $39 | -99.9% | 1,449 | +1.0% | 0.02% | +5.9% |
| Q3 2022 | $32,000 | -15.8% | 1,434 | +1.9% | 0.02% | -10.5% |
| Q2 2022 | $38,000 | -13.6% | 1,407 | +1.7% | 0.02% | -5.0% |
| Q1 2022 | $44,000 | +2.3% | 1,384 | +0.9% | 0.02% | +5.3% |
| Q4 2021 | $43,000 | +4.9% | 1,372 | +0.7% | 0.02% | -5.0% |
| Q3 2021 | $41,000 | +32.3% | 1,362 | +41.6% | 0.02% | +33.3% |
| Q2 2021 | $31,000 | – | 962 | – | 0.02% | – |
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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% |