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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $589,664 | +10.2% | 21,067 | 0.0% | 0.12% | -0.8% |
| Q3 2023 | $535,102 | -3.5% | 21,067 | 0.0% | 0.12% | +3.4% |
| Q2 2023 | $554,694 | +45.4% | 21,067 | +51.8% | 0.12% | +35.2% |
| Q1 2023 | $381,478 | +116917.8% | 13,877 | +15.7% | 0.09% | +18.9% |
| Q4 2022 | $326 | -99.9% | 11,991 | 0.0% | 0.07% | +10.4% |
| Q3 2022 | $270,000 | -25.4% | 11,991 | -10.0% | 0.07% | -19.3% |
| Q2 2022 | $362,000 | -13.8% | 13,322 | +0.8% | 0.08% | +2.5% |
| Q1 2022 | $420,000 | +6.9% | 13,222 | +5.0% | 0.08% | +14.1% |
| Q4 2021 | $393,000 | +12.0% | 12,595 | +9.3% | 0.07% | +6.0% |
| Q3 2021 | $351,000 | +37.1% | 11,525 | +45.8% | 0.07% | +36.7% |
| Q2 2021 | $256,000 | -0.8% | 7,902 | -3.5% | 0.05% | -5.8% |
| Q1 2021 | $258,000 | +6.6% | 8,187 | -0.1% | 0.05% | +2.0% |
| Q4 2020 | $242,000 | +18.6% | 8,197 | +0.2% | 0.05% | +4.1% |
| Q3 2020 | $204,000 | -0.5% | 8,180 | 0.0% | 0.05% | -9.3% |
| Q2 2020 | $205,000 | -25.5% | 8,180 | 0.0% | 0.05% | -12.9% |
| Q4 2019 | $275,000 | +10.0% | 8,180 | +0.7% | 0.06% | +1.6% |
| Q3 2019 | $250,000 | +15.7% | 8,123 | +15.4% | 0.06% | +22.0% |
| Q2 2019 | $216,000 | -0.5% | 7,038 | 0.0% | 0.05% | -3.8% |
| Q1 2019 | $217,000 | +7.4% | 7,038 | 0.0% | 0.05% | -10.3% |
| Q4 2018 | $202,000 | -46.1% | 7,038 | -38.8% | 0.06% | -30.1% |
| Q3 2018 | $375,000 | +1.6% | 11,498 | 0.0% | 0.08% | -6.7% |
| Q2 2018 | $369,000 | -2.9% | 11,498 | 0.0% | 0.09% | -2.2% |
| Q1 2018 | $380,000 | -2.3% | 11,498 | 0.0% | 0.09% | +7.1% |
| Q4 2017 | $389,000 | +53.1% | 11,498 | +52.8% | 0.08% | +46.6% |
| Q3 2017 | $254,000 | – | 7,523 | – | 0.06% | – |
Download | ||||||
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% |