ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 454 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $232,671 | -47.3% | 8,294 | -47.5% | 0.01% | -58.3% |
| Q4 2023 | $441,803 | -66.9% | 15,801 | -69.9% | 0.02% | -64.2% |
| 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 ↓ |
|---|---|---|---|
| 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% |