ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 416 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.18 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,027,874 | +0.7% | 158,578 | +4.4% | 1.76% | +1.0% |
| Q2 2023 | $4,001,003 | +3.2% | 151,956 | +7.7% | 1.74% | -5.5% |
| Q1 2023 | $3,877,081 | +11.7% | 141,036 | +10.4% | 1.84% | +9.9% |
| Q4 2022 | $3,470,923 | +37.2% | 127,795 | +13.8% | 1.67% | +30.5% |
| Q3 2022 | $2,529,000 | +6.3% | 112,272 | +28.1% | 1.28% | +14.2% |
| Q2 2022 | $2,380,000 | +17.1% | 87,637 | +36.9% | 1.12% | +34.5% |
| Q1 2022 | $2,033,000 | +31.2% | 64,014 | +28.8% | 0.84% | +26.9% |
| Q4 2021 | $1,550,000 | +27.0% | 49,700 | +23.7% | 0.66% | +5.4% |
| Q3 2021 | $1,220,000 | +35.3% | 40,167 | +44.3% | 0.62% | +25.8% |
| Q2 2021 | $902,000 | +185.4% | 27,835 | +176.9% | 0.50% | +118.5% |
| Q1 2021 | $316,000 | – | 10,051 | – | 0.23% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First National Bank of Hutchinson | 847,196 | $19,147,000 | 9.67% |
| Independence Wealth Advisors, Inc. | 327,116 | $7,393,000 | 8.89% |
| Camarda Financial Advisors, LLC | 38,798 | $877,000 | 4.43% |
| Round Table Services, LLC | 466,457 | $10,542,000 | 4.39% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 1,704,912 | $38,531,000 | 4.01% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $20,295,000 | 2.94% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 120,447 | $2,722,000 | 2.40% |
| Wealth Advisors of Tampa Bay, LLC | 94,088 | $2,126,000 | 2.38% |
| ACCURATE INVESTMENT SOLUTIONS, INC. | 125,502 | $2,836,000 | 2.30% |
| AGILIS PARTNERS LLC | 105,028 | $2,374,000 | 2.26% |