ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 389 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.11 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $338,829 | -1.2% | 12,245 | +0.1% | 0.19% | -5.0% |
| Q1 2024 | $342,850 | +0.2% | 12,227 | +0.0% | 0.20% | -6.1% |
| Q4 2023 | $342,078 | +8.0% | 12,221 | -2.0% | 0.21% | -6.1% |
| Q3 2023 | $316,802 | +8.2% | 12,473 | +12.2% | 0.23% | +11.8% |
| Q2 2023 | $292,803 | -4.1% | 11,120 | +0.2% | 0.20% | -10.5% |
| Q1 2023 | $305,222 | +0.3% | 11,103 | -0.9% | 0.23% | -8.4% |
| Q4 2022 | $304,219 | +20.7% | 11,201 | +0.1% | 0.25% | +7.3% |
| Q3 2022 | $252,000 | -17.1% | 11,192 | +0.1% | 0.23% | -23.4% |
| Q2 2022 | $304,000 | -14.4% | 11,176 | +0.1% | 0.30% | +5.9% |
| Q1 2022 | $355,000 | -0.3% | 11,162 | -2.2% | 0.29% | +6.3% |
| Q4 2021 | $356,000 | +2.6% | 11,410 | +0.1% | 0.27% | -2.9% |
| Q3 2021 | $347,000 | -6.0% | 11,402 | +0.1% | 0.28% | -3.8% |
| Q2 2021 | $369,000 | +3.1% | 11,386 | +0.1% | 0.29% | -3.4% |
| Q1 2021 | $358,000 | +6.9% | 11,376 | +0.1% | 0.30% | -3.9% |
| Q4 2020 | $335,000 | +25.9% | 11,364 | +6.5% | 0.31% | +9.2% |
| Q3 2020 | $266,000 | +91.4% | 10,669 | +93.5% | 0.28% | +77.5% |
| Q2 2020 | $139,000 | +969.2% | 5,514 | +844.2% | 0.16% | +788.9% |
| Q1 2020 | $13,000 | -35.0% | 584 | 0.0% | 0.02% | -10.0% |
| Q4 2019 | $20,000 | – | 584 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Independence Wealth Advisors, Inc. | 316,382 | $10,324,000 | 10.46% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 2,990,228 | $97,571,000 | 9.98% |
| Horan Securities, Inc. | 272,204 | $8,534,000 | 8.32% |
| Camarda Financial Advisors, LLC | 166,972 | $5,448,000 | 6.18% |
| BIEGEL & WALLER LLC | 325,594 | $10,624,000 | 6.13% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $29,302,000 | 3.77% |
| WESPAC Advisors SoCal, LLC | 207,660 | $6,775,000 | 3.40% |
| ACCURATE INVESTMENT SOLUTIONS, INC. | 119,222 | $3,890,000 | 2.69% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 115,585 | $3,772,000 | 2.66% |
| Wealth Advisors of Tampa Bay, LLC | 108,067 | $3,525,000 | 2.47% |