ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 413 filers reported holding ISHARES TR in Q1 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 | $270,713 | +22.5% | 10,658 | +53.1% | 0.06% | +41.3% |
| Q1 2022 | $221,000 | +1.8% | 6,963 | 0.0% | 0.05% | +4.5% |
| Q4 2021 | $217,000 | +2.4% | 6,963 | 0.0% | 0.04% | -4.3% |
| Q3 2021 | $212,000 | -6.2% | 6,963 | 0.0% | 0.05% | -4.2% |
| Q2 2021 | $226,000 | -7.0% | 6,963 | -9.9% | 0.05% | -23.8% |
| Q1 2021 | $243,000 | +6.6% | 7,728 | 0.0% | 0.06% | +3.3% |
| Q4 2020 | $228,000 | -36.0% | 7,728 | -45.4% | 0.06% | -48.3% |
| Q2 2020 | $356,000 | +19.5% | 14,163 | +7.6% | 0.12% | -2.5% |
| Q1 2020 | $298,000 | -59.3% | 13,168 | -41.3% | 0.12% | -62.3% |
| Q3 2018 | $732,000 | +1.8% | 22,430 | 0.0% | 0.32% | +0.9% |
| Q2 2018 | $719,000 | +18.5% | 22,430 | +22.0% | 0.32% | +14.8% |
| Q1 2018 | $607,000 | +13.7% | 18,391 | +16.4% | 0.28% | +4.5% |
| Q4 2017 | $534,000 | – | 15,796 | – | 0.26% | – |
Download | ||||||
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% |