ISHARES TR's ticker is IDRV and the CUSIP is 46435U366. A total of 113 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $446,794 | -9.0% | 15,666 | +0.3% | 0.24% | -10.6% |
| Q1 2024 | $490,748 | +53.1% | 15,614 | +74.1% | 0.27% | +136.2% |
| Q4 2023 | $320,498 | -55.1% | 8,970 | -53.2% | 0.12% | -50.8% |
| Q3 2023 | $713,565 | -20.0% | 19,187 | -12.0% | 0.24% | +34.9% |
| Q2 2023 | $892,165 | +5.7% | 21,808 | -0.9% | 0.18% | +1.7% |
| Q1 2023 | $843,767 | +22.6% | 21,996 | +8.1% | 0.17% | +16.2% |
| Q4 2022 | $688,407 | +235.8% | 20,349 | +265.7% | 0.15% | +252.4% |
| Q2 2022 | $205,000 | -20.5% | 5,564 | 0.0% | 0.04% | -2.3% |
| Q1 2022 | $258,000 | -14.6% | 5,564 | 0.0% | 0.04% | -10.4% |
| Q4 2021 | $302,000 | +31.9% | 5,564 | +17.2% | 0.05% | -18.6% |
| Q3 2021 | $229,000 | -9.1% | 4,747 | -6.4% | 0.06% | -9.2% |
| Q2 2021 | $252,000 | -7.7% | 5,069 | -14.4% | 0.06% | -30.1% |
| Q1 2021 | $273,000 | – | 5,922 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| H&H Retirement Design & Management INC | 28,152 | $860,338 | 0.53% |
| Laidlaw Wealth Management LLC | 15,666 | $446,794 | 0.24% |
| Biltmore Family Office, LLC | 45,489 | $1,297,361 | 0.24% |
| Strategic Advocates LLC | 13,200 | $376,464 | 0.15% |
| Highland Financial Advisors, LLC | 8,558 | $244 | 0.09% |
| Peoples Bank/KS | 2,678 | $76,375 | 0.06% |
| TCG Advisory Services, LLC | 16,771 | $478,295 | 0.02% |
| WR Wealth Planners, LLC | 1,888 | $53,847 | 0.02% |
| CX Institutional | 11,438 | $326,213 | 0.02% |
| GPS Wealth Strategies Group, LLC | 2,276 | $64,916 | 0.01% |