ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 427 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $66,142 | +2412.0% | 2,604 | +2504.0% | 0.05% | +2400.0% |
| Q2 2023 | $2,633 | -4.2% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $2,749 | +1.2% | 100 | 0.0% | 0.00% | -33.3% |
| Q4 2022 | $2,716 | +35.8% | 100 | 0.0% | 0.00% | +50.0% |
| Q3 2022 | $2,000 | -33.3% | 100 | 0.0% | 0.00% | -33.3% |
| Q2 2022 | $3,000 | 0.0% | 100 | 0.0% | 0.00% | +50.0% |
| Q1 2022 | $3,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $3,000 | – | 100 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First National Bank of Hutchinson | 416,375 | $13,107,000 | 6.49% |
| Chicago Wealth Management, Inc. | 221,158 | $6,962,000 | 5.53% |
| Fountainhead AM, LLC | 250,504 | $7,886,000 | 4.19% |
| COWA, LLC | 178,695 | $5,725,000 | 3.44% |
| Berkeley Capital Partners, LLC | 225,003 | $7,083,000 | 3.42% |
| Wilshire Advisors LLC | 91,678 | $2,886,000 | 2.73% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $28,269,000 | 2.72% |
| Sterling Financial Planning, Inc. | 114,657 | $3,609,000 | 2.57% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 113,549 | $3,575,000 | 2.08% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 1,081,004 | $34,030,000 | 1.80% |