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 | $7,749,557 | -12.6% | 305,044 | -9.4% | 5.23% | -10.3% |
| Q2 2023 | $8,867,434 | +16.6% | 336,803 | -82.2% | 5.84% | -5.9% |
| Q1 2023 | $7,603,936 | -4.5% | 1,892,422 | +556.7% | 6.20% | +25.2% |
| Q4 2022 | $7,963,518 | +94.1% | 288,182 | +58.3% | 4.95% | +83.0% |
| Q3 2022 | $4,102,000 | -14.7% | 182,084 | +2.8% | 2.71% | -2.1% |
| Q2 2022 | $4,808,000 | -12.8% | 177,075 | +2.1% | 2.76% | +1.1% |
| Q1 2022 | $5,512,000 | +3.9% | 173,456 | +1.9% | 2.74% | +2.5% |
| Q4 2021 | $5,306,000 | +4.7% | 170,163 | +2.1% | 2.67% | -8.0% |
| Q3 2021 | $5,069,000 | -16.8% | 166,598 | -12.4% | 2.90% | -23.6% |
| Q2 2021 | $6,092,000 | +6.4% | 190,257 | +6.5% | 3.80% | +10.5% |
| Q1 2021 | $5,725,000 | +14.6% | 178,695 | +11.2% | 3.44% | -9.7% |
| Q4 2020 | $4,996,000 | – | 160,743 | – | 3.80% | – |
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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% |