ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 434 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.3%.
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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
First National Bank of Hutchinson | 416,375 | $13,107,000 | 6.49% |
Chicago Wealth Management, Inc. | 221,158 | $6,962,000 | 5.53% |
Fountainhead AM, LLC | 250,504 | $7,886,000 | 4.19% |
COWA, LLC | 178,695 | $5,725,000 | 3.44% |
Berkeley Capital Partners, LLC | 225,003 | $7,083,000 | 3.42% |
Wilshire Advisors LLC | 91,678 | $2,886,000 | 2.73% |
FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $28,269,000 | 2.72% |
Sterling Financial Planning, Inc. | 114,657 | $3,609,000 | 2.57% |
Murphy, Middleton, Hinkle & Parker, Inc. | 113,549 | $3,575,000 | 2.08% |
MONETA GROUP INVESTMENT ADVISORS LLC | 1,081,004 | $34,030,000 | 1.80% |