ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 413 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.02 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $10,040 | -1.6% | 381 | +2.7% | 0.00% | 0.0% |
| Q1 2023 | $10,205 | +2.0% | 371 | +0.8% | 0.00% | 0.0% |
| Q4 2022 | $10,005 | +25.1% | 368 | +4.0% | 0.00% | 0.0% |
| Q3 2022 | $8,000 | -20.0% | 354 | 0.0% | 0.00% | -33.3% |
| Q2 2022 | $10,000 | -9.1% | 354 | +2.3% | 0.00% | 0.0% |
| Q1 2022 | $11,000 | 0.0% | 346 | +1.2% | 0.00% | 0.0% |
| Q4 2021 | $11,000 | +37.5% | 342 | +6.5% | 0.00% | -50.0% |
| Q3 2021 | $8,000 | -27.3% | 321 | -3.3% | 0.01% | +100.0% |
| Q2 2021 | $11,000 | +10.0% | 332 | +2.8% | 0.00% | -25.0% |
| Q1 2021 | $10,000 | 0.0% | 323 | 0.0% | 0.00% | -33.3% |
| Q4 2020 | $10,000 | +25.0% | 323 | +0.6% | 0.01% | 0.0% |
| Q3 2020 | $8,000 | 0.0% | 321 | +1.3% | 0.01% | -14.3% |
| Q2 2020 | $8,000 | +14.3% | 317 | +5.0% | 0.01% | 0.0% |
| Q1 2020 | $7,000 | – | 302 | – | 0.01% | – |
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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% |