ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 432 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $660,011 | -0.2% | 23,853 | +1.1% | 0.33% | -1.2% |
Q1 2024 | $661,651 | +0.8% | 23,597 | +0.6% | 0.34% | -6.7% |
Q4 2023 | $656,658 | +11.1% | 23,460 | +0.9% | 0.36% | +1.4% |
Q3 2023 | $590,788 | -3.5% | 23,259 | 0.0% | 0.35% | -0.3% |
Q2 2023 | $612,419 | -4.1% | 23,259 | +0.2% | 0.36% | -8.3% |
Q1 2023 | $638,320 | -2.0% | 23,220 | -3.2% | 0.39% | -2.3% |
Q4 2022 | $651,407 | +20.0% | 23,984 | -0.5% | 0.40% | +4.8% |
Q3 2022 | $543,000 | -22.9% | 24,104 | -7.0% | 0.38% | -19.4% |
Q2 2022 | $704,000 | -13.9% | 25,920 | +0.7% | 0.47% | -3.5% |
Q1 2022 | $818,000 | +0.4% | 25,742 | -1.5% | 0.49% | +7.8% |
Q4 2021 | $815,000 | -5.3% | 26,125 | -7.7% | 0.45% | -13.6% |
Q3 2021 | $861,000 | -12.9% | 28,316 | -7.1% | 0.52% | -12.1% |
Q2 2021 | $988,000 | +3.5% | 30,494 | +0.5% | 0.59% | -3.3% |
Q1 2021 | $955,000 | -13.2% | 30,336 | -18.7% | 0.61% | -18.2% |
Q4 2020 | $1,100,000 | +18.4% | 37,335 | +0.2% | 0.75% | +3.9% |
Q3 2020 | $929,000 | -1.0% | 37,270 | -0.2% | 0.72% | -8.4% |
Q2 2020 | $938,000 | +11.1% | 37,335 | +0.0% | 0.79% | -7.8% |
Q1 2020 | $844,000 | -31.5% | 37,329 | +1.7% | 0.86% | -14.0% |
Q4 2019 | $1,232,000 | -2.7% | 36,711 | -10.8% | 1.00% | -9.1% |
Q3 2019 | $1,266,000 | – | 41,171 | – | 1.10% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Independence Wealth Advisors, Inc. | 316,382 | $10,324,000 | 10.46% |
MONETA GROUP INVESTMENT ADVISORS LLC | 2,990,228 | $97,571,000 | 9.98% |
Horan Securities, Inc. | 272,204 | $8,534,000 | 8.32% |
Camarda Financial Advisors, LLC | 166,972 | $5,448,000 | 6.18% |
BIEGEL & WALLER LLC | 325,594 | $10,624,000 | 6.13% |
FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $29,302,000 | 3.77% |
WESPAC Advisors SoCal, LLC | 207,660 | $6,775,000 | 3.40% |
ACCURATE INVESTMENT SOLUTIONS, INC. | 119,222 | $3,890,000 | 2.69% |
Murphy, Middleton, Hinkle & Parker, Inc. | 115,585 | $3,772,000 | 2.66% |
Wealth Advisors of Tampa Bay, LLC | 108,067 | $3,525,000 | 2.47% |