ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 408 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.02 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10 | 0.0% | 398 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $10 | -9.1% | 398 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $11 | 0.0% | 398 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $11 | -99.9% | 398 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $9,000 | +50.0% | 398 | +69.4% | 0.00% | +33.3% |
| Q2 2022 | $6,000 | -14.3% | 235 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $7,000 | 0.0% | 235 | 0.0% | 0.00% | +50.0% |
| Q4 2021 | $7,000 | 0.0% | 235 | 0.0% | 0.00% | -33.3% |
| Q3 2021 | $7,000 | -81.1% | 235 | -80.3% | 0.00% | -89.3% |
| Q3 2019 | $37,000 | -14.0% | 1,195 | -14.3% | 0.03% | -20.0% |
| Q2 2019 | $43,000 | 0.0% | 1,395 | 0.0% | 0.04% | -5.4% |
| Q1 2019 | $43,000 | – | 1,395 | – | 0.04% | – |
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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% |