ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 408 filers reported holding ISHARES TR in Q3 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 ↓ |
|---|---|---|---|
| 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% |