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 | $306,742 | +40.5% | 12,076 | +45.7% | 0.07% | +38.5% |
| Q2 2023 | $218,288 | +0.9% | 8,290 | +5.3% | 0.05% | -39.5% |
| Q1 2023 | $216,442 | -18.0% | 7,873 | -20.4% | 0.09% | -27.1% |
| Q2 2022 | $264,000 | -17.5% | 9,891 | -7.1% | 0.12% | -2.5% |
| Q1 2022 | $320,000 | -5.3% | 10,646 | -1.0% | 0.12% | +6.1% |
| Q4 2021 | $338,000 | +22.5% | 10,749 | +22.4% | 0.11% | +9.6% |
| Q3 2021 | $276,000 | -1.8% | 8,780 | +0.1% | 0.10% | -14.0% |
| Q2 2021 | $281,000 | +2.6% | 8,768 | +0.6% | 0.12% | -11.7% |
| Q1 2021 | $274,000 | +3.8% | 8,718 | -2.7% | 0.14% | -20.8% |
| Q4 2020 | $264,000 | – | 8,959 | – | 0.17% | – |
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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% |