ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 410 filers reported holding ISHARES TR in Q3 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 2022 | $524,000 | +151.9% | 19,290 | +210.6% | 0.01% | +120.0% |
| Q4 2019 | $208,000 | +3.5% | 6,210 | +4.2% | 0.01% | -16.7% |
| Q4 2017 | $201,000 | 0.0% | 5,960 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $201,000 | +3.1% | 5,960 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $195,000 | -12.2% | 5,960 | -20.6% | 0.01% | -14.3% |
| Q4 2016 | $222,000 | -15.9% | 7,506 | -14.7% | 0.01% | -22.2% |
| Q3 2016 | $264,000 | +4.8% | 8,800 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $252,000 | -1.2% | 8,800 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $255,000 | +0.8% | 8,800 | 0.0% | 0.01% | -18.2% |
| Q4 2015 | $253,000 | +22.2% | 8,800 | +52.4% | 0.01% | +22.2% |
| Q3 2014 | $207,000 | -10.0% | 5,775 | 0.0% | 0.01% | -10.0% |
| Q2 2014 | $230,000 | +3.1% | 5,775 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $223,000 | – | 5,775 | – | 0.01% | – |
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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% |