ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 421 filers reported holding ISHARES TR in Q2 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 | $263,855 | -16.7% | 10,388 | -13.7% | 0.03% | -2.9% |
| Q2 2023 | $316,776 | -20.2% | 12,031 | -16.7% | 0.03% | -26.1% |
| Q1 2023 | $397,148 | +1.2% | 14,447 | 0.0% | 0.05% | -4.2% |
| Q4 2022 | $392,381 | +16.4% | 14,447 | -3.4% | 0.05% | +11.6% |
| Q3 2022 | $337,000 | -41.1% | 14,963 | -28.9% | 0.04% | -34.8% |
| Q2 2022 | $572,000 | -14.5% | 21,050 | -0.1% | 0.07% | +8.2% |
| Q1 2022 | $669,000 | +3.2% | 21,068 | +1.3% | 0.06% | +8.9% |
| Q4 2021 | $648,000 | +4.2% | 20,788 | +1.6% | 0.06% | -12.5% |
| Q3 2021 | $622,000 | +8.6% | 20,453 | +15.6% | 0.06% | -11.1% |
| Q2 2021 | $573,000 | +8.7% | 17,687 | +5.6% | 0.07% | -4.0% |
| Q1 2021 | $527,000 | +21.1% | 16,748 | +13.5% | 0.08% | +17.2% |
| Q4 2020 | $435,000 | +19.8% | 14,754 | +1.4% | 0.06% | +8.5% |
| Q3 2020 | $363,000 | +7.7% | 14,544 | +8.3% | 0.06% | -21.3% |
| Q2 2020 | $337,000 | – | 13,427 | – | 0.08% | – |
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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% |