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 ↓ |
|---|---|---|---|
| First National Bank of Hutchinson | 416,375 | $13,107,000 | 6.49% |
| Chicago Wealth Management, Inc. | 221,158 | $6,962,000 | 5.53% |
| Fountainhead AM, LLC | 250,504 | $7,886,000 | 4.19% |
| COWA, LLC | 178,695 | $5,725,000 | 3.44% |
| Berkeley Capital Partners, LLC | 225,003 | $7,083,000 | 3.42% |
| Wilshire Advisors LLC | 91,678 | $2,886,000 | 2.73% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $28,269,000 | 2.72% |
| Sterling Financial Planning, Inc. | 114,657 | $3,609,000 | 2.57% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 113,549 | $3,575,000 | 2.08% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 1,081,004 | $34,030,000 | 1.80% |