ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 431 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $697,662 | -46.6% | 27,467 | -44.6% | 0.53% | -46.4% |
| Q2 2023 | $1,305,378 | +108.1% | 49,577 | +117.3% | 0.98% | +93.9% |
| Q1 2023 | $627,311 | +17.9% | 22,820 | +16.3% | 0.51% | +36.0% |
| Q2 2022 | $532,000 | -16.6% | 19,623 | -2.4% | 0.37% | -1.8% |
| Q1 2022 | $638,000 | -13.1% | 20,097 | -14.7% | 0.38% | -11.4% |
| Q4 2021 | $734,000 | +6.8% | 23,549 | +7.8% | 0.43% | +2.4% |
| Q3 2021 | $687,000 | +1.9% | 21,845 | +1.4% | 0.42% | -3.0% |
| Q2 2021 | $674,000 | +3.4% | 21,541 | +3.9% | 0.43% | -1.1% |
| Q1 2021 | $652,000 | +133.7% | 20,741 | +67.4% | 0.44% | +49.3% |
| Q1 2020 | $279,000 | -33.7% | 12,388 | -2.7% | 0.29% | -16.6% |
| Q4 2019 | $421,000 | – | 12,732 | – | 0.35% | – |
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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% |