ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 8 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| MONETA GROUP INVESTMENT ADVISORS LLC | 3,368,424 | $103,478,000 | 10.20% |
| Independence Wealth Advisors, Inc. | 327,554 | $10,062,000 | 9.92% |
| Round Table Services, LLC | 924,058 | $28,387,000 | 8.75% |
| Highwater Wealth Management, LLC | 57,178 | $1,756,000 | 3.98% |
| BIEGEL & WALLER LLC | 233,087 | $7,160,000 | 3.66% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $27,587,000 | 3.37% |
| AGILIS PARTNERS LLC | 126,385 | $3,883,000 | 2.90% |
| ACCURATE INVESTMENT SOLUTIONS, INC. | 123,070 | $3,781,000 | 2.88% |
| Grove Bank & Trust | 222,743 | $6,843,000 | 2.50% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 112,451 | $3,455,000 | 2.46% |