ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 421 filers reported holding ISHARES TR in Q2 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 | $560,770 | -2.3% | 21,298 | +2.1% | 1.20% | -11.5% |
| Q1 2023 | $573,709 | +3.3% | 20,870 | +2.0% | 1.36% | -15.4% |
| Q4 2022 | $555,436 | +20.2% | 20,451 | -0.2% | 1.60% | +13.4% |
| Q3 2022 | $462,000 | -16.9% | 20,493 | +0.1% | 1.41% | -2.1% |
| Q2 2022 | $556,000 | -15.4% | 20,480 | -1.0% | 1.44% | +2.3% |
| Q1 2022 | $657,000 | -1.2% | 20,677 | -5.4% | 1.41% | +12.8% |
| Q3 2021 | $665,000 | -8.7% | 21,857 | -2.7% | 1.25% | -5.5% |
| Q2 2021 | $728,000 | -6.2% | 22,464 | -8.8% | 1.33% | -11.1% |
| Q1 2021 | $776,000 | +12.3% | 24,636 | +5.1% | 1.49% | +7.4% |
| Q4 2020 | $691,000 | +1282.0% | 23,450 | +1439.7% | 1.39% | +3130.2% |
| Q1 2018 | $50,000 | -2.0% | 1,523 | 0.0% | 0.04% | 0.0% |
| Q4 2017 | $51,000 | – | 1,523 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First National Bank of Hutchinson | 847,196 | $19,147,000 | 9.67% |
| Independence Wealth Advisors, Inc. | 327,116 | $7,393,000 | 8.89% |
| Camarda Financial Advisors, LLC | 38,798 | $877,000 | 4.43% |
| Round Table Services, LLC | 466,457 | $10,542,000 | 4.39% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 1,704,912 | $38,531,000 | 4.01% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $20,295,000 | 2.94% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 120,447 | $2,722,000 | 2.40% |
| Wealth Advisors of Tampa Bay, LLC | 94,088 | $2,126,000 | 2.38% |
| ACCURATE INVESTMENT SOLUTIONS, INC. | 125,502 | $2,836,000 | 2.30% |
| AGILIS PARTNERS LLC | 105,028 | $2,374,000 | 2.26% |