ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 442 filers reported holding ISHARES TR in Q4 2021. 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 | $689,863 | -1.2% | 26,627 | +0.4% | 0.05% | +1.9% |
| Q2 2023 | $698,376 | -3.9% | 26,524 | +0.4% | 0.05% | -5.4% |
| Q1 2023 | $726,450 | +33.4% | 26,426 | +31.8% | 0.06% | +27.3% |
| Q4 2022 | $544,395 | +34.4% | 20,044 | +11.4% | 0.04% | +15.8% |
| Q3 2022 | $405,000 | -36.8% | 17,987 | -23.8% | 0.04% | -29.6% |
| Q2 2022 | $641,000 | -0.6% | 23,611 | +16.3% | 0.05% | +14.9% |
| Q1 2022 | $645,000 | -9.4% | 20,308 | -11.0% | 0.05% | +17.5% |
| Q4 2021 | $712,000 | +1.7% | 22,827 | -0.8% | 0.04% | -7.0% |
| Q3 2021 | $700,000 | -8.3% | 23,007 | -2.3% | 0.04% | -10.4% |
| Q2 2021 | $763,000 | +8.1% | 23,543 | +5.0% | 0.05% | -4.0% |
| Q1 2021 | $706,000 | +33.7% | 22,412 | +25.1% | 0.05% | +25.0% |
| Q4 2020 | $528,000 | +11.9% | 17,909 | -5.4% | 0.04% | -2.4% |
| Q3 2020 | $472,000 | +10.8% | 18,935 | +11.7% | 0.04% | 0.0% |
| Q2 2020 | $426,000 | +11.2% | 16,948 | +0.0% | 0.04% | -2.4% |
| Q1 2020 | $383,000 | -41.9% | 16,943 | -13.7% | 0.04% | -35.4% |
| Q4 2019 | $659,000 | +546.1% | 19,637 | +492.7% | 0.06% | +160.0% |
| Q3 2019 | $102,000 | -84.7% | 3,313 | -84.8% | 0.02% | -63.2% |
| Q2 2019 | $668,000 | -4.3% | 21,743 | -4.0% | 0.07% | -5.6% |
| Q1 2019 | $698,000 | +7.4% | 22,649 | +0.0% | 0.07% | -7.7% |
| Q4 2018 | $650,000 | +357.7% | 22,647 | +426.6% | 0.08% | +95.0% |
| Q3 2018 | $142,000 | – | 4,301 | – | 0.04% | – |
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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% |