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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $375,000 | -40.8% | 11,800 | -41.9% | 0.23% | -38.0% |
| Q4 2021 | $633,000 | +73.4% | 20,300 | +69.2% | 0.37% | +55.2% |
| Q3 2021 | $365,000 | -16.5% | 12,000 | -11.1% | 0.24% | -14.3% |
| Q2 2021 | $437,000 | +2.8% | 13,500 | 0.0% | 0.28% | -3.1% |
| Q1 2021 | $425,000 | +6.8% | 13,500 | 0.0% | 0.29% | -6.5% |
| Q4 2020 | $398,000 | +18.1% | 13,500 | 0.0% | 0.31% | +5.8% |
| Q3 2020 | $337,000 | -19.2% | 13,500 | -18.7% | 0.29% | -25.4% |
| Q2 2020 | $417,000 | +0.2% | 16,600 | -9.8% | 0.39% | -11.8% |
| Q1 2020 | $416,000 | -32.7% | 18,400 | 0.0% | 0.44% | -9.8% |
| Q4 2019 | $618,000 | +9.2% | 18,400 | 0.0% | 0.49% | +2.5% |
| Q3 2019 | $566,000 | +0.2% | 18,400 | 0.0% | 0.48% | -1.4% |
| Q2 2019 | $565,000 | +0.5% | 18,400 | +1.1% | 0.48% | -5.5% |
| Q1 2019 | $562,000 | +7.5% | 18,200 | 0.0% | 0.51% | -2.5% |
| Q4 2018 | $523,000 | – | 18,200 | – | 0.53% | – |
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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% |