ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 434 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.3%.
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% | – |
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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% |