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 | $3,290,824 | -46.6% | 129,560 | -44.7% | 0.48% | -44.6% |
| Q2 2023 | $6,166,670 | +2.2% | 234,207 | +6.7% | 0.88% | -2.7% |
| Q1 2023 | $6,033,973 | +18.8% | 219,497 | +17.4% | 0.90% | +13.1% |
| Q4 2022 | $5,079,518 | +51.6% | 187,022 | +25.8% | 0.80% | +37.1% |
| Q3 2022 | $3,351,000 | -7.5% | 148,721 | +11.5% | 0.58% | -2.7% |
| Q2 2022 | $3,622,000 | -8.9% | 133,346 | +6.5% | 0.60% | +0.7% |
| Q1 2022 | $3,976,000 | +26.7% | 125,194 | +24.4% | 0.59% | +25.7% |
| Q4 2021 | $3,137,000 | +12.0% | 100,623 | +9.3% | 0.47% | +8.0% |
| Q3 2021 | $2,800,000 | -4.1% | 92,047 | +2.1% | 0.44% | -2.9% |
| Q2 2021 | $2,921,000 | +100.6% | 90,147 | +94.8% | 0.45% | +91.9% |
| Q1 2021 | $1,456,000 | +101.9% | 46,266 | +89.2% | 0.23% | +101.7% |
| Q4 2020 | $721,000 | – | 24,449 | – | 0.12% | – |
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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% |