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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,702,681 | +2.0% | 61,535 | +3.4% | 0.63% | -0.6% |
| Q1 2024 | $1,669,014 | +23.9% | 59,523 | +23.7% | 0.63% | +15.7% |
| Q4 2023 | $1,347,174 | +24.4% | 48,131 | +12.9% | 0.55% | +10.3% |
| Q3 2023 | $1,082,667 | -9.8% | 42,625 | -6.5% | 0.50% | -6.1% |
| Q2 2023 | $1,200,534 | -2.7% | 45,596 | +1.6% | 0.53% | -10.5% |
| Q1 2023 | $1,234,079 | +3.3% | 44,892 | +2.0% | 0.59% | -3.6% |
| Q4 2022 | $1,194,863 | +26.4% | 43,993 | +4.8% | 0.61% | +15.5% |
| Q3 2022 | $945,331 | -35.4% | 41,959 | -22.1% | 0.53% | -35.8% |
| Q2 2022 | $1,463,359 | -12.7% | 53,879 | +2.1% | 0.83% | +5.5% |
| Q1 2022 | $1,675,546 | +5.5% | 52,756 | +3.6% | 0.78% | +4.3% |
| Q4 2021 | $1,587,500 | +27.2% | 50,914 | +24.1% | 0.75% | +19.4% |
| Q3 2021 | $1,248,289 | -5.8% | 41,035 | +0.3% | 0.63% | -2.5% |
| Q2 2021 | $1,325,250 | +3893.2% | 40,903 | -96.1% | 0.64% | -60.9% |
| Q1 2021 | $33,188 | -96.6% | 1,044,756 | +3070.4% | 1.65% | +198.7% |
| Q4 2020 | $971,119 | +16.0% | 32,953 | -1.9% | 0.55% | +0.2% |
| Q3 2020 | $837,379 | -0.5% | 33,589 | +0.3% | 0.55% | -8.5% |
| Q2 2020 | $841,396 | +3.9% | 33,495 | -6.5% | 0.60% | -8.0% |
| Q1 2020 | $809,427 | +15.9% | 35,815 | +72.1% | 0.65% | +37.1% |
| Q4 2019 | $698,675 | – | 20,812 | – | 0.48% | – |
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% |