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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $6,000 | +20.0% | 196 | +1.0% | 0.00% | 0.0% |
| Q3 2021 | $5,000 | -16.7% | 194 | +2.1% | 0.00% | -50.0% |
| Q2 2021 | $6,000 | -50.0% | 190 | -48.2% | 0.00% | -33.3% |
| Q1 2021 | $12,000 | +9.1% | 367 | +1.7% | 0.00% | 0.0% |
| Q4 2020 | $11,000 | -8.3% | 361 | -28.1% | 0.00% | -25.0% |
| Q3 2020 | $12,000 | 0.0% | 502 | +1.2% | 0.00% | -20.0% |
| Q2 2020 | $12,000 | -29.4% | 496 | -37.2% | 0.01% | -37.5% |
| Q1 2020 | $17,000 | -59.5% | 790 | -37.4% | 0.01% | -42.9% |
| Q4 2019 | $42,000 | +10.5% | 1,262 | +1.1% | 0.01% | 0.0% |
| Q3 2019 | $38,000 | -46.5% | 1,248 | -45.9% | 0.01% | -48.1% |
| Q2 2019 | $71,000 | -75.7% | 2,308 | -75.4% | 0.03% | -77.1% |
| Q1 2019 | $292,000 | -29.5% | 9,376 | -35.1% | 0.12% | -37.6% |
| Q4 2018 | $414,000 | – | 14,447 | – | 0.19% | – |
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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% |