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 | $171,366 | -3.5% | 6,747 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $177,640 | -3.8% | 6,747 | +0.5% | 0.01% | 0.0% |
| Q1 2023 | $184,598 | +107852.0% | 6,715 | +6.5% | 0.01% | -30.0% |
| Q4 2022 | $171 | -99.9% | 6,305 | +0.2% | 0.01% | +11.1% |
| Q3 2022 | $142,000 | -26.8% | 6,290 | -11.9% | 0.01% | +12.5% |
| Q2 2022 | $194,000 | -18.8% | 7,141 | -5.0% | 0.01% | +33.3% |
| Q1 2022 | $239,000 | +2.1% | 7,517 | +0.2% | 0.01% | +20.0% |
| Q4 2021 | $234,000 | +2.2% | 7,504 | -0.3% | 0.01% | -16.7% |
| Q3 2021 | $229,000 | -5.8% | 7,524 | +0.3% | 0.01% | -14.3% |
| Q2 2021 | $243,000 | +15.2% | 7,503 | +12.1% | 0.01% | +16.7% |
| Q1 2021 | $211,000 | – | 6,691 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First National Bank of Hutchinson | 416,375 | $13,107,000 | 6.49% |
| Chicago Wealth Management, Inc. | 221,158 | $6,962,000 | 5.53% |
| Fountainhead AM, LLC | 250,504 | $7,886,000 | 4.19% |
| COWA, LLC | 178,695 | $5,725,000 | 3.44% |
| Berkeley Capital Partners, LLC | 225,003 | $7,083,000 | 3.42% |
| Wilshire Advisors LLC | 91,678 | $2,886,000 | 2.73% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $28,269,000 | 2.72% |
| Sterling Financial Planning, Inc. | 114,657 | $3,609,000 | 2.57% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 113,549 | $3,575,000 | 2.08% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 1,081,004 | $34,030,000 | 1.80% |