ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 414 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,233,306 | +97.4% | 44,572 | +100.0% | 0.35% | +125.2% |
| Q1 2024 | $624,838 | -49.9% | 22,283 | -50.0% | 0.16% | -57.8% |
| Q4 2023 | $1,247,408 | +8.5% | 44,566 | -1.5% | 0.37% | +1.4% |
| Q3 2023 | $1,149,188 | -3.5% | 45,244 | 0.0% | 0.36% | -2.2% |
| Q2 2023 | $1,191,264 | +65.8% | 45,244 | +73.1% | 0.37% | -23.6% |
| Q1 2023 | $718,707 | +21.0% | 26,144 | -0.8% | 0.48% | +7.1% |
| Q3 2022 | $594,000 | -16.7% | 26,360 | +0.4% | 0.45% | -13.9% |
| Q2 2022 | $713,000 | -57.1% | 26,246 | -49.8% | 0.52% | +2.5% |
| Q1 2022 | $1,661,000 | +104.1% | 52,302 | +100.4% | 0.51% | -1.2% |
| Q4 2021 | $814,000 | -48.7% | 26,104 | -49.9% | 0.52% | -3.5% |
| Q3 2021 | $1,586,000 | +86.4% | 52,127 | +98.5% | 0.54% | -9.4% |
| Q2 2021 | $851,000 | +2.0% | 26,254 | -0.9% | 0.59% | -3.7% |
| Q1 2021 | $834,000 | +7.1% | 26,500 | +0.2% | 0.62% | +5.7% |
| Q4 2020 | $779,000 | +18.4% | 26,436 | +0.1% | 0.58% | +11.0% |
| Q3 2020 | $658,000 | -0.2% | 26,404 | -49.6% | 0.52% | -3.3% |
| Q2 2020 | $659,000 | +9.3% | 52,385 | +96.5% | 0.54% | -7.5% |
| Q1 2020 | $603,000 | -35.2% | 26,665 | -3.8% | 0.59% | -19.9% |
| Q4 2019 | $931,000 | – | 27,730 | – | 0.73% | – |
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% |