ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 449 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,247,059 | -3.4% | 127,836 | +0.1% | 3.35% | +1.7% |
| Q2 2023 | $3,363,000 | +1.0% | 127,711 | +5.4% | 3.29% | -3.8% |
| Q1 2023 | $3,329,000 | +42.8% | 121,116 | +41.1% | 3.42% | +27.7% |
| Q4 2022 | $2,331,000 | +42.6% | 85,819 | +18.2% | 2.68% | +8.9% |
| Q3 2022 | $1,635,000 | +19.4% | 72,591 | +44.0% | 2.46% | +20.6% |
| Q2 2022 | $1,369,000 | -0.3% | 50,400 | +16.6% | 2.04% | -35.0% |
| Q1 2022 | $1,373,000 | +16.5% | 43,228 | +14.4% | 3.14% | +118.7% |
| Q4 2021 | $1,179,000 | +84.8% | 37,802 | +80.3% | 1.44% | -24.5% |
| Q3 2021 | $638,000 | -6.7% | 20,966 | -0.7% | 1.90% | +596.3% |
| Q2 2021 | $684,000 | +26.2% | 21,104 | +22.5% | 0.27% | -3.9% |
| Q1 2021 | $542,000 | +16.1% | 17,233 | +8.7% | 0.28% | +2.9% |
| Q4 2020 | $467,000 | +17.6% | 15,848 | -0.5% | 0.28% | -5.2% |
| Q3 2020 | $397,000 | +24.8% | 15,931 | +26.0% | 0.29% | +0.3% |
| Q2 2020 | $318,000 | +59.0% | 12,640 | +43.0% | 0.29% | +29.5% |
| Q1 2020 | $200,000 | -35.1% | 8,838 | -3.5% | 0.22% | -13.8% |
| Q4 2019 | $308,000 | – | 9,160 | – | 0.26% | – |
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% |