ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 408 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.02 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,360,500 | -24.5% | 53,563 | -21.7% | 0.01% | -27.8% |
| Q2 2023 | $1,801,999 | -2.7% | 68,439 | +1.6% | 0.02% | -10.0% |
| Q1 2023 | $1,852,484 | -13.1% | 67,388 | -14.1% | 0.02% | +5.3% |
| Q4 2022 | $2,131,680 | -99.9% | 78,486 | -55.3% | 0.02% | -9.5% |
| Q3 2022 | $1,977,976,000 | +90591.2% | 175,400 | +118.4% | 0.02% | -4.5% |
| Q2 2022 | $2,181,000 | -8.7% | 80,310 | +6.8% | 0.02% | -12.0% |
| Q1 2022 | $2,389,000 | +34.3% | 75,209 | +31.8% | 0.02% | +38.9% |
| Q4 2021 | $1,779,000 | -12.1% | 57,053 | -14.3% | 0.02% | -10.0% |
| Q3 2021 | $2,024,000 | +4.4% | 66,543 | +11.2% | 0.02% | -9.1% |
| Q2 2021 | $1,938,000 | +2.6% | 59,825 | -0.3% | 0.02% | -8.3% |
| Q1 2021 | $1,888,000 | -11.4% | 59,983 | -16.3% | 0.02% | -4.0% |
| Q4 2020 | $2,132,000 | -99.9% | 71,704 | +8.6% | 0.02% | -19.4% |
| Q3 2020 | $1,645,000,000 | – | 65,996 | – | 0.03% | – |
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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% |