ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 416 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.18 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,496,947 | +5.0% | 98,305 | +8.8% | 2.27% | +9.3% |
| Q2 2023 | $2,378,284 | +97.4% | 90,326 | +106.1% | 2.08% | +99.0% |
| Q1 2023 | $1,204,777 | +445.1% | 43,826 | +528.4% | 1.04% | +528.9% |
| Q1 2022 | $221,000 | +4.7% | 6,974 | +3.2% | 0.17% | +6.4% |
| Q4 2021 | $211,000 | -30.6% | 6,761 | -32.4% | 0.16% | -31.9% |
| Q3 2021 | $304,000 | -10.1% | 10,007 | -4.0% | 0.23% | -7.3% |
| Q2 2021 | $338,000 | – | 10,427 | – | 0.25% | – |
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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% |