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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $855,438 | +20.3% | 31,496 | -0.2% | 0.40% | -23.3% |
| Q3 2022 | $711,000 | -12.0% | 31,550 | +6.0% | 0.52% | -6.7% |
| Q2 2022 | $808,000 | -11.9% | 29,767 | +3.1% | 0.55% | +3.6% |
| Q1 2022 | $917,000 | +9.4% | 28,868 | +7.4% | 0.53% | +14.1% |
| Q4 2021 | $838,000 | -4.0% | 26,879 | -6.4% | 0.47% | -12.5% |
| Q3 2021 | $873,000 | +21.6% | 28,714 | +29.6% | 0.53% | +20.5% |
| Q2 2021 | $718,000 | +3.0% | 22,156 | +0.1% | 0.44% | -0.4% |
| Q1 2021 | $697,000 | +16.4% | 22,129 | +8.9% | 0.44% | +4.2% |
| Q4 2020 | $599,000 | +34.3% | 20,313 | +13.5% | 0.43% | +22.3% |
| Q3 2020 | $446,000 | +2.8% | 17,891 | +3.6% | 0.35% | -0.3% |
| Q2 2020 | $434,000 | +0.9% | 17,274 | -9.3% | 0.35% | -11.8% |
| Q1 2020 | $430,000 | -50.1% | 19,037 | -25.7% | 0.40% | -39.9% |
| Q4 2019 | $861,000 | – | 25,635 | – | 0.66% | – |
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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% |