ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 410 filers reported holding ISHARES TR in Q3 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 2022 | $2,015,000 | -16.6% | 89,428 | +0.5% | 0.89% | -7.8% |
| Q2 2022 | $2,416,000 | -14.0% | 88,945 | +0.5% | 0.97% | +2.2% |
| Q1 2022 | $2,810,000 | +3.0% | 88,474 | +1.1% | 0.95% | +2.7% |
| Q4 2021 | $2,729,000 | +2.7% | 87,512 | +0.2% | 0.92% | -4.9% |
| Q3 2021 | $2,657,000 | -5.4% | 87,337 | +0.7% | 0.97% | -4.7% |
| Q2 2021 | $2,810,000 | +5.3% | 86,714 | +2.3% | 1.02% | -7.4% |
| Q1 2021 | $2,669,000 | +9.7% | 84,795 | +2.7% | 1.10% | -5.8% |
| Q4 2020 | $2,432,000 | +18.9% | 82,539 | +0.6% | 1.17% | +1.0% |
| Q3 2020 | $2,045,000 | +6.0% | 82,013 | +7.7% | 1.16% | -8.1% |
| Q2 2020 | $1,929,000 | +17.1% | 76,172 | +4.5% | 1.26% | -9.7% |
| Q1 2020 | $1,647,000 | -29.6% | 72,896 | +4.5% | 1.39% | -12.9% |
| Q4 2019 | $2,341,000 | +14.2% | 69,738 | +4.6% | 1.60% | -1.6% |
| Q3 2019 | $2,050,000 | -0.5% | 66,694 | -0.5% | 1.63% | -4.2% |
| Q2 2019 | $2,060,000 | -1.1% | 67,062 | -0.6% | 1.70% | -4.9% |
| Q1 2019 | $2,082,000 | +7.5% | 67,476 | +0.0% | 1.79% | -14.4% |
| Q4 2018 | $1,937,000 | – | 67,452 | – | 2.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First National Bank of Hutchinson | 847,196 | $19,147,000 | 9.67% |
| Independence Wealth Advisors, Inc. | 327,116 | $7,393,000 | 8.89% |
| Camarda Financial Advisors, LLC | 38,798 | $877,000 | 4.43% |
| Round Table Services, LLC | 466,457 | $10,542,000 | 4.39% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 1,704,912 | $38,531,000 | 4.01% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $20,295,000 | 2.94% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 120,447 | $2,722,000 | 2.40% |
| Wealth Advisors of Tampa Bay, LLC | 94,088 | $2,126,000 | 2.38% |
| ACCURATE INVESTMENT SOLUTIONS, INC. | 125,502 | $2,836,000 | 2.30% |
| AGILIS PARTNERS LLC | 105,028 | $2,374,000 | 2.26% |