ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 408 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.02 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $230,000 | -52.9% | 8,471 | -44.9% | 0.06% | -48.0% |
| Q1 2022 | $488,000 | -82.2% | 15,380 | -82.3% | 0.12% | -84.9% |
| Q4 2021 | $2,736,000 | +10.2% | 87,108 | +6.7% | 0.81% | -3.4% |
| Q3 2021 | $2,483,000 | +1.8% | 81,639 | +8.4% | 0.84% | +2.9% |
| Q2 2021 | $2,440,000 | -0.8% | 75,300 | -3.6% | 0.82% | -18.2% |
| Q1 2021 | $2,459,000 | -11.2% | 78,116 | -16.8% | 1.00% | -14.3% |
| Q4 2020 | $2,768,000 | – | 93,931 | – | 1.17% | – |
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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% |