ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 439 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.34 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $110,738 | -1.0% | 4,002 | +0.3% | 0.05% | -7.1% |
| Q1 2024 | $111,887 | +934.0% | 3,990 | +836.6% | 0.06% | +833.3% |
| Q4 2023 | $10,821 | 0.0% | 426 | 0.0% | 0.01% | -33.3% |
| Q3 2023 | $10,821 | -3.5% | 426 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $11,217 | -4.2% | 426 | 0.0% | 0.01% | -18.2% |
| Q1 2023 | $11,711 | – | 426 | – | 0.01% | – |
Download | ||||||
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% |