ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 425 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 1.09 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $259,403 | -4.2% | 9,852 | 0.0% | 0.06% | -8.2% |
Q1 2023 | $270,831 | +22.0% | 9,852 | 0.0% | 0.06% | -4.7% |
Q4 2022 | $221,966 | -0.0% | 9,852 | 0.0% | 0.06% | 0.0% |
Q3 2022 | $222,000 | -17.2% | 9,852 | 0.0% | 0.06% | -12.3% |
Q2 2022 | $268,000 | -17.3% | 9,852 | -3.6% | 0.07% | -3.9% |
Q1 2022 | $324,000 | +0.3% | 10,216 | -1.4% | 0.08% | +5.6% |
Q4 2021 | $323,000 | -37.0% | 10,365 | -38.6% | 0.07% | -41.9% |
Q3 2021 | $513,000 | -6.2% | 16,877 | 0.0% | 0.12% | -4.6% |
Q2 2021 | $547,000 | -0.7% | 16,877 | -3.6% | 0.13% | -8.5% |
Q1 2021 | $551,000 | +6.8% | 17,503 | 0.0% | 0.14% | 0.0% |
Q4 2020 | $516,000 | +9.3% | 17,503 | -7.2% | 0.14% | +2.9% |
Q3 2020 | $472,000 | -1.5% | 18,854 | +0.4% | 0.14% | -6.8% |
Q2 2020 | $479,000 | +13.5% | 18,779 | +0.4% | 0.15% | +13.0% |
Q1 2020 | $422,000 | +104.9% | 18,708 | +204.5% | 0.13% | +111.3% |
Q4 2019 | $206,000 | +9.0% | 6,143 | 0.0% | 0.06% | -3.1% |
Q3 2019 | $189,000 | 0.0% | 6,143 | 0.0% | 0.06% | -8.6% |
Q2 2019 | $189,000 | – | 6,143 | – | 0.07% | – |
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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% |