ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 413 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 1.05 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,499,963 | +0.6% | 54,209 | +2.0% | 0.08% | -3.8% |
| Q1 2024 | $1,490,522 | -56.1% | 53,157 | -56.1% | 0.08% | -58.8% |
| Q4 2023 | $3,392,808 | +31.5% | 121,215 | +19.3% | 0.19% | +17.6% |
| Q3 2023 | $2,580,919 | +105029.1% | 101,611 | +9.0% | 0.16% | +13.0% |
| Q2 2023 | $2,455 | +10.4% | 93,253 | +15.3% | 0.15% | +7.4% |
| Q1 2023 | $2,224 | +9.1% | 80,898 | +7.8% | 0.14% | +7.9% |
| Q4 2022 | $2,039 | -99.9% | 75,066 | +19.3% | 0.13% | +35.5% |
| Q3 2022 | $1,418,000 | -10.2% | 62,921 | +8.2% | 0.09% | -5.1% |
| Q2 2022 | $1,579,000 | -14.7% | 58,132 | -0.3% | 0.10% | 0.0% |
| Q1 2022 | $1,852,000 | -6.7% | 58,321 | -8.4% | 0.10% | 0.0% |
| Q4 2021 | $1,986,000 | -3.9% | 63,692 | -6.2% | 0.10% | -10.1% |
| Q3 2021 | $2,066,000 | -5.5% | 67,901 | +0.6% | 0.11% | -6.8% |
| Q2 2021 | $2,186,000 | +9.2% | 67,472 | +6.1% | 0.12% | -2.5% |
| Q1 2021 | $2,002,000 | – | 63,588 | – | 0.12% | – |
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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% |