ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 449 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $7,000 | -12.5% | 300 | 0.0% | 0.00% | – |
| Q2 2022 | $8,000 | -57.9% | 300 | -50.3% | 0.00% | -100.0% |
| Q1 2022 | $19,000 | +111.1% | 604 | +101.3% | 0.00% | – |
| Q4 2021 | $9,000 | 0.0% | 300 | 0.0% | 0.00% | – |
| Q3 2021 | $9,000 | -10.0% | 300 | 0.0% | 0.00% | – |
| Q2 2021 | $10,000 | +11.1% | 300 | 0.0% | 0.00% | – |
| Q1 2021 | $9,000 | -47.1% | 300 | -47.4% | 0.00% | -100.0% |
| Q4 2020 | $17,000 | +21.4% | 570 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $14,000 | -74.5% | 570 | -73.9% | 0.00% | -66.7% |
| Q2 2020 | $55,000 | -55.6% | 2,180 | -60.4% | 0.00% | -62.5% |
| Q1 2020 | $124,000 | -54.6% | 5,505 | -32.3% | 0.01% | -42.9% |
| Q4 2019 | $273,000 | +56.9% | 8,128 | +44.0% | 0.01% | +40.0% |
| Q3 2019 | $174,000 | -36.0% | 5,645 | -36.0% | 0.01% | -33.3% |
| Q2 2019 | $272,000 | -10.2% | 8,820 | -10.2% | 0.02% | -16.7% |
| Q1 2019 | $303,000 | -6.8% | 9,820 | -13.3% | 0.02% | -18.2% |
| Q4 2018 | $325,000 | -19.6% | 11,320 | -8.6% | 0.02% | -4.3% |
| Q3 2018 | $404,000 | -1.0% | 12,380 | -2.7% | 0.02% | -11.5% |
| Q2 2018 | $408,000 | -8.3% | 12,730 | -5.6% | 0.03% | -7.1% |
| Q1 2018 | $445,000 | -2.4% | 13,480 | 0.0% | 0.03% | 0.0% |
| Q4 2017 | $456,000 | +2.5% | 13,480 | +2.3% | 0.03% | -3.4% |
| Q3 2017 | $445,000 | +3.2% | 13,180 | 0.0% | 0.03% | +3.6% |
| Q2 2017 | $431,000 | +28.3% | 13,180 | +23.5% | 0.03% | +27.3% |
| Q1 2017 | $336,000 | +43.6% | 10,675 | +34.6% | 0.02% | +37.5% |
| Q4 2016 | $234,000 | – | 7,930 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONETA GROUP INVESTMENT ADVISORS LLC | 3,368,424 | $103,478,000 | 10.20% |
| Independence Wealth Advisors, Inc. | 327,554 | $10,062,000 | 9.92% |
| Round Table Services, LLC | 924,058 | $28,387,000 | 8.75% |
| Highwater Wealth Management, LLC | 57,178 | $1,756,000 | 3.98% |
| BIEGEL & WALLER LLC | 233,087 | $7,160,000 | 3.66% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $27,587,000 | 3.37% |
| AGILIS PARTNERS LLC | 126,385 | $3,883,000 | 2.90% |
| ACCURATE INVESTMENT SOLUTIONS, INC. | 123,070 | $3,781,000 | 2.88% |
| Grove Bank & Trust | 222,743 | $6,843,000 | 2.50% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 112,451 | $3,455,000 | 2.46% |