ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 413 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.02 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $26,239 | -3.5% | 1,033 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $27,199 | -4.2% | 1,033 | 0.0% | 0.01% | -16.7% |
| Q1 2023 | $28,398 | +1.2% | 1,033 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $28,056 | -60.5% | 1,033 | -67.3% | 0.01% | -68.4% |
| Q3 2022 | $71,000 | +82.1% | 3,163 | +123.1% | 0.02% | +90.0% |
| Q2 2022 | $39,000 | -13.3% | 1,418 | 0.0% | 0.01% | -9.1% |
| Q1 2022 | $45,000 | +2.3% | 1,418 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $44,000 | +10.0% | 1,418 | +9.1% | 0.01% | 0.0% |
| Q3 2021 | $40,000 | -4.8% | 1,300 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $42,000 | +2.4% | 1,300 | 0.0% | 0.01% | -15.4% |
| Q1 2021 | $41,000 | +7.9% | 1,300 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $38,000 | +18.8% | 1,300 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $32,000 | – | 1,300 | – | 0.01% | – |
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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% |