ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 449 filers reported holding ISHARES TR in Q1 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 | $864,949 | -3.5% | 34,053 | 0.0% | 0.10% | +2.0% |
| Q2 2023 | $896,615 | -18.6% | 34,053 | -15.0% | 0.10% | -22.5% |
| Q1 2023 | $1,101,112 | -8.2% | 40,055 | -9.3% | 0.13% | -13.4% |
| Q4 2022 | $1,199,195 | -21.7% | 44,153 | -35.0% | 0.15% | -28.4% |
| Q3 2022 | $1,531,000 | -29.5% | 67,963 | -15.1% | 0.21% | -25.2% |
| Q2 2022 | $2,173,000 | -13.8% | 80,007 | +0.8% | 0.28% | -3.5% |
| Q1 2022 | $2,520,000 | +12.2% | 79,352 | +10.2% | 0.29% | +17.6% |
| Q4 2021 | $2,246,000 | +1.2% | 72,001 | -0.5% | 0.24% | -5.0% |
| Q3 2021 | $2,220,000 | -1.5% | 72,379 | +4.1% | 0.26% | -1.9% |
| Q2 2021 | $2,253,000 | +4.5% | 69,547 | +1.5% | 0.26% | -17.3% |
| Q1 2021 | $2,157,000 | +11.1% | 68,528 | +4.0% | 0.32% | +7.4% |
| Q4 2020 | $1,941,000 | +11.1% | 65,866 | -6.0% | 0.30% | +1.4% |
| Q3 2020 | $1,747,000 | +3.7% | 70,100 | +4.5% | 0.29% | -2.3% |
| Q2 2020 | $1,685,000 | +19.2% | 67,094 | +6.7% | 0.30% | +2.4% |
| Q1 2020 | $1,414,000 | -47.9% | 62,855 | -22.2% | 0.29% | -40.9% |
| Q4 2019 | $2,713,000 | +25.8% | 80,830 | +15.2% | 0.49% | +20.8% |
| Q3 2019 | $2,157,000 | -27.9% | 70,188 | -27.9% | 0.41% | -31.6% |
| Q2 2019 | $2,992,000 | +8.3% | 97,410 | +8.8% | 0.60% | +3.8% |
| Q1 2019 | $2,762,000 | +8.4% | 89,522 | +10.8% | 0.58% | +0.7% |
| Q4 2018 | $2,547,000 | – | 80,804 | – | 0.57% | – |
Download | ||||||
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% |