ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 423 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.18 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,996,405 | +4.7% | 72,151 | +6.1% | 0.54% | +9.5% |
| Q1 2024 | $1,907,099 | -4.8% | 68,014 | -4.9% | 0.49% | -29.3% |
| Q4 2023 | $2,002,223 | -83.5% | 71,534 | -84.8% | 0.70% | -70.5% |
| Q3 2023 | $12,111,868 | +11.7% | 469,552 | +14.0% | 2.37% | -17.8% |
| Q2 2023 | $10,847,737 | -4.2% | 411,992 | +0.0% | 2.89% | -4.1% |
| Q1 2023 | $11,324,355 | +651.7% | 411,945 | +642.6% | 3.01% | +643.2% |
| Q4 2022 | $1,506,552 | +122.2% | 55,470 | +84.2% | 0.40% | +116.6% |
| Q3 2022 | $678,000 | -10.4% | 30,106 | +8.0% | 0.19% | +0.5% |
| Q2 2022 | $757,000 | -17.2% | 27,864 | -3.2% | 0.19% | -2.1% |
| Q1 2022 | $914,000 | +15.5% | 28,773 | +10.6% | 0.19% | +8.0% |
| Q3 2021 | $791,000 | -0.4% | 26,009 | +6.2% | 0.18% | -6.4% |
| Q2 2021 | $794,000 | +79300.0% | 24,499 | +2.2% | 0.19% | +18700.0% |
| Q1 2021 | $1,000 | -99.9% | 23,960 | +0.1% | 0.00% | -99.5% |
| Q4 2020 | $705,000 | +30.3% | 23,936 | +10.3% | 0.19% | +33.6% |
| Q3 2020 | $541,000 | +52.8% | 21,706 | +53.8% | 0.14% | +44.4% |
| Q2 2020 | $354,000 | – | 14,117 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Independence Wealth Advisors, Inc. | 316,382 | $10,324,000 | 10.46% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 2,990,228 | $97,571,000 | 9.98% |
| Horan Securities, Inc. | 272,204 | $8,534,000 | 8.32% |
| Camarda Financial Advisors, LLC | 166,972 | $5,448,000 | 6.18% |
| BIEGEL & WALLER LLC | 325,594 | $10,624,000 | 6.13% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $29,302,000 | 3.77% |
| WESPAC Advisors SoCal, LLC | 207,660 | $6,775,000 | 3.40% |
| ACCURATE INVESTMENT SOLUTIONS, INC. | 119,222 | $3,890,000 | 2.69% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 115,585 | $3,772,000 | 2.66% |
| Wealth Advisors of Tampa Bay, LLC | 108,067 | $3,525,000 | 2.47% |