ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 449 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $29,493,588 | -5.2% | 1,161,165 | -1.8% | 0.36% | +7.6% |
| Q2 2023 | $31,123,715 | -2.4% | 1,182,063 | +1.9% | 0.33% | -15.8% |
| Q1 2023 | $31,887,002 | +2245.7% | 1,159,949 | +2217.5% | 0.39% | +718.8% |
| Q4 2022 | $1,359,385 | +58.8% | 50,051 | +31.8% | 0.05% | +41.2% |
| Q3 2022 | $856,000 | -5.9% | 37,985 | +13.4% | 0.03% | -8.1% |
| Q2 2022 | $910,000 | -4.8% | 33,504 | +11.3% | 0.04% | +8.8% |
| Q1 2022 | $956,000 | -17.8% | 30,115 | -19.3% | 0.03% | -12.8% |
| Q4 2021 | $1,163,000 | +15.4% | 37,301 | +12.6% | 0.04% | +5.4% |
| Q3 2021 | $1,008,000 | -13.3% | 33,137 | -7.7% | 0.04% | -19.6% |
| Q2 2021 | $1,163,000 | +9.4% | 35,892 | +6.3% | 0.05% | 0.0% |
| Q1 2021 | $1,063,000 | -48.9% | 33,762 | -52.2% | 0.05% | -52.6% |
| Q4 2020 | $2,082,000 | -16.1% | 70,650 | -29.0% | 0.10% | -24.8% |
| Q3 2020 | $2,482,000 | -8.2% | 99,565 | -7.5% | 0.13% | -11.6% |
| Q2 2020 | $2,704,000 | +15.3% | 107,647 | +3.7% | 0.15% | -9.3% |
| Q1 2020 | $2,346,000 | -45.0% | 103,808 | -18.3% | 0.16% | -51.9% |
| Q4 2019 | $4,264,000 | – | 127,004 | – | 0.34% | – |
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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% |