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 ↓ |
|---|---|---|---|
| MONETA GROUP INVESTMENT ADVISORS LLC | 3,368,424 | $103,478,000 | 10.20% |
| Independence Wealth Advisors, Inc. | 327,554 | $10,062,000 | 9.92% |
| Round Table Services, LLC | 924,058 | $28,387,000 | 8.75% |
| Highwater Wealth Management, LLC | 57,178 | $1,756,000 | 3.98% |
| BIEGEL & WALLER LLC | 233,087 | $7,160,000 | 3.66% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $27,587,000 | 3.37% |
| AGILIS PARTNERS LLC | 126,385 | $3,883,000 | 2.90% |
| ACCURATE INVESTMENT SOLUTIONS, INC. | 123,070 | $3,781,000 | 2.88% |
| Grove Bank & Trust | 222,743 | $6,843,000 | 2.50% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 112,451 | $3,455,000 | 2.46% |