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 2023 | $21,014,546 | -24.5% | 827,344 | -21.7% | 0.02% | -25.0% |
Q2 2023 | $27,818,569 | -0.0% | 1,056,535 | +4.4% | 0.02% | 0.0% |
Q1 2023 | $27,822,581 | +8.7% | 1,012,098 | +7.4% | 0.02% | -4.0% |
Q4 2022 | $25,587,837 | +208.8% | 942,115 | +156.2% | 0.02% | +177.8% |
Q3 2022 | $8,285,000 | -9.6% | 367,778 | +9.0% | 0.01% | 0.0% |
Q2 2022 | $9,166,000 | -12.2% | 337,482 | +2.7% | 0.01% | 0.0% |
Q1 2022 | $10,437,000 | +3.8% | 328,611 | +1.9% | 0.01% | +12.5% |
Q4 2021 | $10,055,000 | +19.6% | 322,491 | +16.7% | 0.01% | 0.0% |
Q3 2021 | $8,407,000 | +3.2% | 276,395 | +9.9% | 0.01% | +14.3% |
Q2 2021 | $8,147,000 | +1.5% | 251,491 | -1.3% | 0.01% | -12.5% |
Q1 2021 | $8,026,000 | +7.3% | 254,913 | +0.4% | 0.01% | 0.0% |
Q4 2020 | $7,481,000 | +13.3% | 253,843 | -4.1% | 0.01% | 0.0% |
Q3 2020 | $6,601,000 | +3.0% | 264,784 | +3.8% | 0.01% | -11.1% |
Q2 2020 | $6,406,000 | +6.1% | 255,048 | -4.5% | 0.01% | +12.5% |
Q1 2020 | $6,037,000 | -34.3% | 267,119 | -2.4% | 0.01% | -11.1% |
Q4 2019 | $9,188,000 | +17.3% | 273,699 | +7.4% | 0.01% | +12.5% |
Q3 2019 | $7,835,000 | +17.4% | 254,874 | +17.3% | 0.01% | +14.3% |
Q2 2019 | $6,675,000 | +10.7% | 217,311 | +11.2% | 0.01% | +16.7% |
Q1 2019 | $6,031,000 | +20.8% | 195,466 | +12.4% | 0.01% | 0.0% |
Q4 2018 | $4,991,000 | -14.3% | 173,837 | -2.6% | 0.01% | 0.0% |
Q3 2018 | $5,821,000 | +1.2% | 178,397 | -0.6% | 0.01% | 0.0% |
Q2 2018 | $5,751,000 | +0.6% | 179,438 | +3.6% | 0.01% | 0.0% |
Q1 2018 | $5,718,000 | +10.5% | 173,226 | +13.1% | 0.01% | +20.0% |
Q4 2017 | $5,175,000 | +23.4% | 153,145 | +23.3% | 0.01% | +25.0% |
Q3 2017 | $4,193,000 | +22.0% | 124,198 | +18.2% | 0.00% | 0.0% |
Q2 2017 | $3,437,000 | +18.5% | 105,054 | +14.0% | 0.00% | +33.3% |
Q1 2017 | $2,900,000 | +14.0% | 92,189 | +7.1% | 0.00% | 0.0% |
Q4 2016 | $2,544,000 | +3.0% | 86,059 | +4.5% | 0.00% | 0.0% |
Q3 2016 | $2,469,000 | +7.3% | 82,325 | +2.4% | 0.00% | 0.0% |
Q2 2016 | $2,300,000 | -4.0% | 80,384 | -2.8% | 0.00% | 0.0% |
Q1 2016 | $2,397,000 | +0.8% | 82,705 | -0.1% | 0.00% | 0.0% |
Q4 2015 | $2,378,000 | -2.0% | 82,822 | -4.0% | 0.00% | 0.0% |
Q3 2015 | $2,427,000 | -35.0% | 86,263 | -25.2% | 0.00% | -25.0% |
Q2 2015 | $3,732,000 | +6.5% | 115,402 | +10.8% | 0.00% | 0.0% |
Q1 2015 | $3,504,000 | +187.2% | 104,180 | +187.6% | 0.00% | +300.0% |
Q4 2014 | $1,220,000 | -29.8% | 36,220 | -25.4% | 0.00% | -50.0% |
Q3 2014 | $1,738,000 | +35.4% | 48,563 | +50.9% | 0.00% | 0.0% |
Q2 2014 | $1,284,000 | +13.4% | 32,191 | +9.9% | 0.00% | +100.0% |
Q1 2014 | $1,132,000 | +50.3% | 29,291 | +47.6% | 0.00% | 0.0% |
Q4 2013 | $753,000 | -2.0% | 19,847 | -6.2% | 0.00% | 0.0% |
Q3 2013 | $768,000 | +252.3% | 21,170 | +209.1% | 0.00% | – |
Q2 2013 | $218,000 | – | 6,850 | – | 0.00% | – |
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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% |