ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 391 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.05 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,426 | -50.7% | 56,137 | -48.9% | 0.29% | -47.8% |
| Q2 2023 | $2,894 | -7.1% | 109,901 | -3.0% | 0.56% | -11.3% |
| Q1 2023 | $3,115 | +27.9% | 113,310 | +26.4% | 0.63% | +1.3% |
| Q4 2022 | $2,435 | -99.8% | 89,669 | +50.0% | 0.62% | +54.5% |
| Q3 2022 | $1,347,000 | -16.8% | 59,784 | +0.3% | 0.40% | -12.4% |
| Q2 2022 | $1,619,000 | -17.9% | 59,603 | -4.0% | 0.46% | -10.9% |
| Q1 2022 | $1,971,000 | +15.1% | 62,058 | +13.0% | 0.52% | -1.2% |
| Q4 2021 | $1,712,000 | -18.4% | 54,903 | -20.4% | 0.52% | -25.9% |
| Q3 2021 | $2,099,000 | -3.5% | 68,999 | +2.7% | 0.70% | -6.6% |
| Q2 2021 | $2,176,000 | +5.6% | 67,166 | +2.6% | 0.75% | -4.8% |
| Q1 2021 | $2,061,000 | +3.8% | 65,461 | -2.8% | 0.79% | -2.6% |
| Q4 2020 | $1,986,000 | +13.9% | 67,381 | -3.6% | 0.81% | +1.8% |
| Q3 2020 | $1,743,000 | +23.4% | 69,913 | +24.3% | 0.80% | +8.3% |
| Q2 2020 | $1,413,000 | +27.4% | 56,267 | +14.7% | 0.74% | +1.4% |
| Q1 2020 | $1,109,000 | -41.7% | 49,061 | -13.4% | 0.73% | -41.4% |
| Q4 2019 | $1,902,000 | +29.0% | 56,667 | +18.2% | 1.24% | +18.8% |
| Q3 2019 | $1,474,000 | +5.5% | 47,960 | +5.4% | 1.04% | +1.7% |
| Q2 2019 | $1,397,000 | +0.4% | 45,482 | +0.9% | 1.03% | -1.5% |
| Q1 2019 | $1,391,000 | +21.1% | 45,060 | +12.6% | 1.04% | +11.3% |
| Q4 2018 | $1,149,000 | – | 40,035 | – | 0.94% | – |
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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% |