ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 442 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,334,973 | +40.3% | 52,558 | +55.4% | 0.07% | +39.6% |
| Q1 2023 | $951,209 | -13.0% | 33,830 | -16.0% | 0.05% | -5.9% |
| Q4 2022 | $1,093,303 | +2.3% | 40,254 | -15.1% | 0.05% | -20.3% |
| Q3 2022 | $1,069,000 | +10.7% | 47,433 | +33.4% | 0.06% | +14.3% |
| Q2 2022 | $966,000 | -2.3% | 35,566 | +14.2% | 0.06% | +55.6% |
| Q1 2022 | $989,000 | +20.6% | 31,134 | +18.3% | 0.04% | +20.0% |
| Q4 2021 | $820,000 | – | 26,312 | – | 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% |