ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 408 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.02 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $231,019 | -1.6% | 8,773 | +2.7% | 0.09% | -6.3% |
Q1 2023 | $234,745 | -7.7% | 8,540 | -8.8% | 0.10% | -12.0% |
Q4 2022 | $254,343 | +22.3% | 9,366 | +1.4% | 0.11% | +13.7% |
Q3 2022 | $208,000 | -14.8% | 9,238 | +2.7% | 0.10% | -9.5% |
Q2 2022 | $244,000 | -12.5% | 8,997 | +2.3% | 0.10% | -0.9% |
Q1 2022 | $279,000 | +3.0% | 8,794 | +1.2% | 0.11% | +8.2% |
Q4 2021 | $271,000 | +3.8% | 8,693 | +1.0% | 0.10% | +3.2% |
Q3 2021 | $261,000 | -4.4% | 8,607 | +2.0% | 0.10% | -10.4% |
Q2 2021 | $273,000 | +4.2% | 8,438 | +1.3% | 0.11% | -2.8% |
Q1 2021 | $262,000 | -12.7% | 8,332 | -18.4% | 0.11% | -21.0% |
Q4 2020 | $300,000 | +19.0% | 10,211 | +0.7% | 0.14% | -0.7% |
Q3 2020 | $252,000 | +0.4% | 10,138 | +1.2% | 0.14% | -0.7% |
Q2 2020 | $251,000 | +12.6% | 10,015 | +1.2% | 0.14% | -3.4% |
Q1 2020 | $223,000 | -30.3% | 9,901 | +3.7% | 0.14% | -7.1% |
Q4 2019 | $320,000 | +8.5% | 9,550 | -0.5% | 0.16% | -3.7% |
Q3 2019 | $295,000 | +0.3% | 9,601 | +0.3% | 0.16% | -2.4% |
Q2 2019 | $294,000 | +2.8% | 9,577 | +3.1% | 0.17% | -1.8% |
Q1 2019 | $286,000 | +4.8% | 9,285 | -33.9% | 0.17% | -4.5% |
Q4 2018 | $273,000 | – | 14,048 | – | 0.18% | – |
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% |