ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 416 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.18 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $27,864 | -3.5% | 1,097 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $28,884 | -4.2% | 1,097 | 0.0% | 0.01% | -9.1% |
| Q1 2023 | $30,157 | +1.2% | 1,097 | 0.0% | 0.01% | -8.3% |
| Q4 2022 | $29,795 | -99.9% | 1,097 | 0.0% | 0.01% | +20.0% |
| Q3 2022 | $24,715,000 | -17.0% | 1,097 | 0.0% | 0.01% | -16.7% |
| Q2 2022 | $29,795,000 | -13.4% | 1,097 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $34,424,000 | +0.6% | 1,097 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $34,204,000 | +2.5% | 1,097 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $33,371,000 | -6.1% | 1,097 | 0.0% | 0.01% | -14.3% |
| Q2 2021 | $35,543,000 | +2.9% | 1,097 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $34,534,000 | +6.8% | 1,097 | 0.0% | 0.01% | -6.7% |
| Q4 2020 | $32,329,000 | +18.2% | 1,097 | 0.0% | 0.02% | +7.1% |
| Q3 2020 | $27,348,000 | -0.8% | 1,097 | 0.0% | 0.01% | -12.5% |
| Q2 2020 | $27,557,000 | +110128.0% | 1,097 | 0.0% | 0.02% | -5.9% |
| Q1 2020 | $25,000 | -44.4% | 1,097 | -18.3% | 0.02% | -29.2% |
| Q4 2019 | $45,000 | +2.3% | 1,343 | -5.2% | 0.02% | -11.1% |
| Q3 2019 | $44,000 | +2.3% | 1,416 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $43,000 | -2.3% | 1,416 | 0.0% | 0.03% | -10.0% |
| Q1 2019 | $44,000 | -13.7% | 1,416 | -20.9% | 0.03% | -33.3% |
| Q4 2018 | $51,000 | – | 1,791 | – | 0.04% | – |
Download | ||||||
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% |