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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $745,666 | -6.7% | 28,320 | -2.6% | 0.08% | -12.0% |
| Q1 2023 | $799,464 | +9.7% | 29,082 | +8.3% | 0.09% | -4.2% |
| Q4 2022 | $729,029 | +14.8% | 26,842 | -4.7% | 0.10% | +4.3% |
| Q3 2022 | $635,000 | +1.9% | 28,165 | +22.7% | 0.09% | +8.2% |
| Q2 2022 | $623,000 | -5.7% | 22,948 | +8.3% | 0.08% | +18.1% |
| Q4 2021 | $661,000 | +17.0% | 21,187 | +14.0% | 0.07% | -6.5% |
| Q3 2021 | $565,000 | +103.2% | 18,589 | +104.8% | 0.08% | +2.7% |
| Q2 2019 | $278,000 | +1.5% | 9,076 | +8.8% | 0.08% | -21.1% |
| Q3 2018 | $274,000 | – | 8,342 | – | 0.10% | – |
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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% |