ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 449 filers reported holding ISHARES TR in Q1 2022. 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 | $943,858 | -23.8% | 37,160 | -21.0% | 0.03% | -30.6% |
| Q2 2023 | $1,238,642 | -28.3% | 47,043 | -25.2% | 0.05% | -32.9% |
| Q1 2023 | $1,728,626 | +137.7% | 62,882 | +134.9% | 0.07% | +128.1% |
| Q4 2022 | $727,086 | +20.2% | 26,770 | -0.3% | 0.03% | +10.3% |
| Q3 2022 | $605,000 | -17.9% | 26,841 | -1.1% | 0.03% | -17.1% |
| Q2 2022 | $737,000 | -0.3% | 27,147 | +14.5% | 0.04% | +12.9% |
| Q4 2021 | $739,000 | +56.9% | 23,714 | +53.1% | 0.03% | +40.9% |
| Q3 2021 | $471,000 | +10.6% | 15,486 | +18.3% | 0.02% | +4.8% |
| Q2 2021 | $426,000 | +81.3% | 13,092 | +76.4% | 0.02% | +61.5% |
| Q1 2021 | $235,000 | -6.4% | 7,421 | -33.1% | 0.01% | -61.8% |
| Q1 2020 | $251,000 | -4.9% | 11,097 | +29.1% | 0.03% | -22.7% |
| Q2 2019 | $264,000 | -0.4% | 8,595 | 0.0% | 0.04% | +10.0% |
| Q1 2019 | $265,000 | +7.3% | 8,595 | -0.2% | 0.04% | -25.9% |
| Q4 2018 | $247,000 | -24.5% | 8,610 | -14.0% | 0.05% | -18.2% |
| Q3 2018 | $327,000 | -3.8% | 10,010 | -5.5% | 0.07% | -18.5% |
| Q2 2018 | $340,000 | -1.7% | 10,597 | +1.0% | 0.08% | -5.8% |
| Q1 2018 | $346,000 | -5.5% | 10,494 | -3.2% | 0.09% | -34.4% |
| Q4 2017 | $366,000 | +6.4% | 10,842 | +6.4% | 0.13% | -13.2% |
| Q3 2017 | $344,000 | – | 10,189 | – | 0.15% | – |
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% |