ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 446 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $668,231 | -4.0% | 24,150 | -2.7% | 0.25% | -7.1% |
| Q1 2024 | $696,009 | -19.9% | 24,822 | -20.0% | 0.27% | -14.9% |
| Q4 2023 | $868,978 | -14.6% | 31,046 | -22.5% | 0.32% | -22.9% |
| Q3 2023 | $1,018,057 | +7.0% | 40,081 | +10.9% | 0.41% | +12.0% |
| Q2 2023 | $951,435 | -3.9% | 36,135 | +0.3% | 0.37% | -6.6% |
| Q1 2023 | $990,025 | +9.2% | 36,014 | +7.9% | 0.39% | +4.8% |
| Q4 2022 | $906,655 | +23.4% | 33,382 | +2.4% | 0.37% | +16.9% |
| Q3 2022 | $734,748 | -14.3% | 32,612 | +3.4% | 0.32% | -9.6% |
| Q2 2022 | $856,925 | -13.9% | 31,551 | +0.6% | 0.35% | -3.8% |
| Q1 2022 | $995,771 | +14.0% | 31,353 | +11.9% | 0.37% | +15.4% |
| Q4 2021 | $873,851 | – | 28,026 | – | 0.32% | – |
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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% |