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 | $236,484 | +66.1% | 9,310 | +72.2% | 0.12% | +70.0% |
| Q2 2023 | $142,350 | +95.8% | 5,406 | +104.4% | 0.07% | +79.5% |
| Q1 2023 | $72,703 | +48.7% | 2,645 | +46.9% | 0.04% | +39.3% |
| Q4 2022 | $48,888 | +43.8% | 1,800 | +18.3% | 0.03% | +40.0% |
| Q3 2022 | $34,000 | -12.8% | 1,522 | +5.5% | 0.02% | -16.7% |
| Q2 2022 | $39,000 | -15.2% | 1,442 | 0.0% | 0.02% | +4.3% |
| Q1 2022 | $46,000 | +2.2% | 1,442 | 0.0% | 0.02% | +9.5% |
| Q4 2021 | $45,000 | +2.3% | 1,442 | 0.0% | 0.02% | -22.2% |
| Q3 2021 | $44,000 | -13.7% | 1,442 | -8.6% | 0.03% | -12.9% |
| Q2 2021 | $51,000 | – | 1,577 | – | 0.03% | – |
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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% |