ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 410 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.01 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 ↓ |
|---|---|---|---|
| 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% |