ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 431 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,950,230 | +2.1% | 470,482 | +5.8% | 4.16% | +0.1% |
| Q2 2023 | $11,707,781 | +2.3% | 444,656 | +6.8% | 4.16% | -7.2% |
| Q1 2023 | $11,447,597 | +5.2% | 416,428 | +3.9% | 4.48% | -8.5% |
| Q4 2022 | $10,883,000 | +30.9% | 400,699 | +8.6% | 4.90% | +16.8% |
| Q3 2022 | $8,311,000 | -9.3% | 368,901 | +9.3% | 4.19% | -15.7% |
| Q2 2022 | $9,164,000 | -12.1% | 337,407 | +2.8% | 4.97% | +7.4% |
| Q1 2022 | $10,422,000 | +3.0% | 328,156 | +1.1% | 4.63% | +5.3% |
| Q4 2021 | $10,119,000 | +10.3% | 324,535 | +7.7% | 4.40% | -1.0% |
| Q3 2021 | $9,170,000 | +16.3% | 301,449 | +20.3% | 4.44% | +5.8% |
| Q2 2021 | $7,886,000 | 0.0% | 250,504 | 0.0% | 4.20% | +0.0% |
| Q1 2021 | $7,886,000 | +17.2% | 250,504 | +9.8% | 4.19% | +0.1% |
| Q4 2020 | $6,726,000 | – | 228,240 | – | 4.19% | – |
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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% |