ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 442 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $325,069 | -4.7% | 12,798 | -1.2% | 0.14% | -6.0% |
| Q2 2023 | $341,078 | +44.1% | 12,954 | +50.4% | 0.15% | +31.6% |
| Q1 2023 | $236,772 | +85.4% | 8,613 | +83.1% | 0.11% | +67.6% |
| Q4 2022 | $127,733 | -4.0% | 4,703 | -20.1% | 0.07% | -2.9% |
| Q3 2022 | $133,000 | -20.8% | 5,885 | -4.6% | 0.07% | -15.7% |
| Q2 2022 | $168,000 | -26.0% | 6,170 | -13.7% | 0.08% | -10.8% |
| Q1 2022 | $227,000 | +22.0% | 7,147 | +19.6% | 0.09% | +22.4% |
| Q4 2021 | $186,000 | -2.1% | 5,974 | -4.5% | 0.08% | -12.6% |
| Q3 2021 | $190,000 | -18.1% | 6,258 | -12.8% | 0.09% | -28.7% |
| Q2 2021 | $232,000 | +8.4% | 7,173 | +5.2% | 0.12% | -3.2% |
| Q1 2021 | $214,000 | -5.3% | 6,818 | -11.3% | 0.13% | -19.2% |
| Q4 2020 | $226,000 | +3.7% | 7,685 | -12.4% | 0.16% | -6.0% |
| Q3 2020 | $218,000 | -14.2% | 8,769 | -13.4% | 0.17% | -19.0% |
| Q2 2020 | $254,000 | -44.7% | 10,125 | -50.2% | 0.20% | -51.4% |
| Q1 2020 | $459,000 | -51.0% | 20,315 | -27.1% | 0.42% | -29.9% |
| Q4 2019 | $936,000 | – | 27,882 | – | 0.60% | – |
Download | ||||||
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% |