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 | $2,624,115 | -53.9% | 103,311 | -52.2% | 0.01% | -54.5% |
Q2 2023 | $5,689,087 | +111823.8% | 216,068 | +16.8% | 0.02% | 0.0% |
Q1 2023 | $5,083 | +2.7% | 184,931 | +1.5% | 0.02% | -12.0% |
Q4 2022 | $4,947 | -99.9% | 182,152 | -12.2% | 0.02% | +4.2% |
Q3 2022 | $4,673,000 | +24.0% | 207,429 | +49.5% | 0.02% | +20.0% |
Q2 2022 | $3,768,000 | -15.4% | 138,739 | -1.1% | 0.02% | -4.8% |
Q1 2022 | $4,455,000 | +6.0% | 140,298 | +4.1% | 0.02% | +5.0% |
Q4 2021 | $4,203,000 | +15.6% | 134,817 | +12.8% | 0.02% | +5.3% |
Q3 2021 | $3,636,000 | +39.7% | 119,540 | +48.8% | 0.02% | +26.7% |
Q2 2021 | $2,602,000 | +22.7% | 80,310 | +19.1% | 0.02% | +7.1% |
Q1 2021 | $2,121,000 | +0.6% | 67,405 | -5.8% | 0.01% | -12.5% |
Q4 2020 | $2,109,000 | +10.8% | 71,572 | -6.3% | 0.02% | -11.1% |
Q3 2020 | $1,904,000 | +28.3% | 76,393 | +29.3% | 0.02% | +12.5% |
Q2 2020 | $1,484,000 | +39.3% | 59,065 | +25.3% | 0.02% | +14.3% |
Q1 2020 | $1,065,000 | -19.0% | 47,141 | +20.3% | 0.01% | -12.5% |
Q4 2019 | $1,315,000 | – | 39,184 | – | 0.02% | – |
Download |
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% |