ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 442 filers reported holding ISHARES TR in Q4 2021. 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 | $714,153 | -3.1% | 28,116 | +0.5% | 0.15% | -4.4% |
| Q2 2023 | $736,978 | -1.1% | 27,990 | +3.3% | 0.16% | -24.6% |
| Q1 2023 | $744,954 | +2.5% | 27,099 | +1.3% | 0.21% | -3.7% |
| Q4 2022 | $726,703 | +11.6% | 26,756 | -7.4% | 0.22% | +5.8% |
| Q3 2022 | $651,000 | -10.5% | 28,891 | +8.0% | 0.21% | +3.5% |
| Q2 2022 | $727,000 | -11.9% | 26,760 | +3.1% | 0.20% | -6.1% |
| Q1 2022 | $825,000 | +9.7% | 25,966 | +7.7% | 0.21% | +15.8% |
| Q4 2021 | $752,000 | – | 24,106 | – | 0.18% | – |
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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% |