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 | $1,100,985 | -48.2% | 43,346 | -46.3% | 0.11% | -49.8% |
| Q2 2023 | $2,124,800 | -42.2% | 80,699 | -40.1% | 0.22% | -44.6% |
| Q1 2023 | $3,678,412 | -6.3% | 134,611 | -6.9% | 0.40% | -7.3% |
| Q4 2022 | $3,925,514 | +1.1% | 144,533 | -16.1% | 0.43% | -6.2% |
| Q3 2022 | $3,883,000 | -22.5% | 172,346 | -6.6% | 0.45% | -17.0% |
| Q2 2022 | $5,012,000 | -14.3% | 184,513 | +0.2% | 0.55% | -1.6% |
| Q1 2022 | $5,850,000 | +179.9% | 184,190 | +174.8% | 0.56% | +194.2% |
| Q4 2021 | $2,090,000 | +7.2% | 67,032 | +4.6% | 0.19% | 0.0% |
| Q3 2021 | $1,950,000 | -4.8% | 64,097 | +1.4% | 0.19% | -3.6% |
| Q2 2021 | $2,049,000 | +17.4% | 63,243 | +14.1% | 0.20% | +48.5% |
| Q1 2021 | $1,745,000 | +10.9% | 55,424 | +3.8% | 0.13% | -28.3% |
| Q4 2020 | $1,573,000 | – | 53,371 | – | 0.18% | – |
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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% |