ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 432 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,940,733 | -18.5% | 70,138 | -17.5% | 0.89% | -30.4% |
| Q4 2023 | $2,380,963 | +12.5% | 85,065 | +2.1% | 1.27% | +8.6% |
| Q3 2023 | $2,115,881 | +8.9% | 83,302 | +12.9% | 1.17% | +5.9% |
| Q2 2023 | $1,942,757 | +25.3% | 73,785 | +31.1% | 1.11% | +13.2% |
| Q1 2023 | $1,550,946 | +6.4% | 56,275 | +4.8% | 0.98% | +2.6% |
| Q4 2022 | $1,458,310 | +50.8% | 53,693 | +25.2% | 0.95% | +45.9% |
| Q3 2022 | $967,000 | +23.7% | 42,902 | +49.0% | 0.65% | +20.9% |
| Q2 2022 | $782,000 | +247.6% | 28,799 | +306.2% | 0.54% | +297.8% |
| Q1 2022 | $225,000 | – | 7,089 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Independence Wealth Advisors, Inc. | 316,382 | $10,324,000 | 10.46% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 2,990,228 | $97,571,000 | 9.98% |
| Horan Securities, Inc. | 272,204 | $8,534,000 | 8.32% |
| Camarda Financial Advisors, LLC | 166,972 | $5,448,000 | 6.18% |
| BIEGEL & WALLER LLC | 325,594 | $10,624,000 | 6.13% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $29,302,000 | 3.77% |
| WESPAC Advisors SoCal, LLC | 207,660 | $6,775,000 | 3.40% |
| ACCURATE INVESTMENT SOLUTIONS, INC. | 119,222 | $3,890,000 | 2.69% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 115,585 | $3,772,000 | 2.66% |
| Wealth Advisors of Tampa Bay, LLC | 108,067 | $3,525,000 | 2.47% |