ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 427 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,084,088 | +37.5% | 82,052 | +42.6% | 0.03% | +4.0% |
| Q2 2023 | $1,515,247 | +18.2% | 57,549 | +23.4% | 0.02% | +13.6% |
| Q1 2023 | $1,281,533 | +24.2% | 46,618 | +22.7% | 0.02% | +10.0% |
| Q4 2022 | $1,032,075 | +32.7% | 38,000 | +10.1% | 0.02% | +17.6% |
| Q3 2022 | $778,000 | +17.0% | 34,519 | +40.9% | 0.02% | +21.4% |
| Q2 2022 | $665,000 | -7.0% | 24,494 | +8.8% | 0.01% | +40.0% |
| Q1 2022 | $715,000 | – | 22,505 | – | 0.01% | – |
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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% |