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 | $176,203 | +50.9% | 6,937 | +56.4% | 0.00% | – |
| Q2 2023 | $116,797 | -56.8% | 4,436 | -54.9% | 0.00% | – |
| Q1 2023 | $270,276 | +369.1% | 9,832 | +363.6% | 0.00% | – |
| Q4 2022 | $57,616 | +10.8% | 2,121 | -8.3% | 0.00% | – |
| Q3 2022 | $52,000 | -58.4% | 2,313 | -49.7% | 0.00% | – |
| Q2 2022 | $125,000 | -41.3% | 4,600 | -31.5% | 0.00% | – |
| Q1 2022 | $213,000 | -30.2% | 6,715 | -31.3% | 0.00% | – |
| Q4 2021 | $305,000 | +169.9% | 9,773 | +162.9% | 0.00% | – |
| Q3 2021 | $113,000 | +24.2% | 3,717 | +31.7% | 0.00% | – |
| Q2 2021 | $91,000 | -6.2% | 2,822 | -8.7% | 0.00% | – |
| Q1 2021 | $97,000 | +155.3% | 3,092 | +139.3% | 0.00% | – |
| Q4 2020 | $38,000 | +65.2% | 1,292 | +41.2% | 0.00% | – |
| Q3 2020 | $23,000 | -4.2% | 915 | -4.8% | 0.00% | – |
| Q2 2020 | $24,000 | -72.7% | 961 | -75.3% | 0.00% | – |
| Q1 2020 | $88,000 | -24.8% | 3,885 | +11.3% | 0.00% | – |
| Q4 2019 | $117,000 | +2.6% | 3,489 | -6.1% | 0.00% | – |
| Q3 2019 | $114,000 | -38.4% | 3,715 | -38.3% | 0.00% | – |
| Q2 2019 | $185,000 | -28.0% | 6,022 | -27.6% | 0.00% | – |
| Q1 2019 | $257,000 | -16.0% | 8,317 | -22.1% | 0.00% | – |
| Q4 2018 | $306,000 | -71.2% | 10,675 | -66.9% | 0.00% | – |
| Q3 2018 | $1,062,000 | +4.6% | 32,239 | +1.8% | 0.00% | – |
| Q2 2018 | $1,015,000 | +125.1% | 31,682 | +131.8% | 0.00% | – |
| Q1 2018 | $451,000 | +58.2% | 13,666 | +62.1% | 0.00% | – |
| Q4 2017 | $285,000 | +0.4% | 8,429 | +0.1% | 0.00% | – |
| Q3 2017 | $284,000 | +21.4% | 8,424 | +13.4% | 0.00% | – |
| Q1 2017 | $234,000 | -25.9% | 7,428 | -30.3% | 0.00% | – |
| Q3 2016 | $316,000 | -99.5% | 10,650 | -99.5% | 0.00% | -100.0% |
| Q4 2015 | $64,274,000 | -48.3% | 2,238,745 | -49.4% | 0.01% | -50.0% |
| Q3 2015 | $124,420,000 | -51.9% | 4,423,045 | -44.7% | 0.02% | -45.5% |
| Q2 2015 | $258,656,000 | -29.8% | 8,000,503 | -26.9% | 0.03% | -29.8% |
| Q1 2015 | $368,421,000 | +25.5% | 10,951,876 | +25.7% | 0.05% | +23.7% |
| Q4 2014 | $293,504,000 | -7.0% | 8,711,910 | -1.2% | 0.04% | -11.6% |
| Q3 2014 | $315,430,000 | +30.1% | 8,813,364 | +45.0% | 0.04% | +34.4% |
| Q2 2014 | $242,419,000 | +68769.0% | 6,077,182 | +66543.1% | 0.03% | – |
| Q1 2014 | $352,000 | +66.0% | 9,119 | +58.7% | 0.00% | – |
| Q3 2013 | $212,000 | – | 5,746 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chicago Wealth Management, Inc. | 339,699 | $11,404,000 | 10.97% |
| First National Bank of Hutchinson | 778,373 | $26,130,000 | 10.40% |
| Independence Wealth Advisors, Inc. | 318,937 | $10,707,000 | 10.40% |
| Round Table Services, LLC | 933,202 | $31,328,000 | 8.68% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 2,834,823 | $95,165,000 | 7.98% |
| Altus Wealth Management, LLC | 219,330 | $7,363,000 | 7.21% |
| Argent Advisors, Inc. | 164,315 | $5,529,000 | 4.14% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $30,146,000 | 3.29% |
| Wealth Advisors of Tampa Bay, LLC | 94,880 | $3,185,000 | 2.93% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 123,391 | $4,142,000 | 2.76% |