ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 434 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $202,267 | -93.2% | 7,682 | -94.2% | 0.02% | -91.3% |
| Q3 2022 | $2,983,000 | -9.7% | 132,399 | +8.8% | 0.17% | -10.4% |
| Q2 2022 | $3,305,000 | -1.8% | 121,673 | +14.9% | 0.19% | +17.1% |
| Q1 2022 | $3,364,000 | +45.7% | 105,924 | +43.0% | 0.16% | -29.3% |
| Q4 2021 | $2,309,000 | +35.1% | 74,058 | +31.9% | 0.23% | +157.8% |
| Q3 2021 | $1,709,000 | +14.2% | 56,165 | +21.6% | 0.09% | +28.6% |
| Q2 2021 | $1,496,000 | +17.1% | 46,176 | +13.8% | 0.07% | +7.7% |
| Q1 2021 | $1,277,000 | +45.9% | 40,573 | +36.6% | 0.06% | -66.5% |
| Q4 2020 | $875,000 | +186.9% | 29,702 | +143.1% | 0.19% | +870.0% |
| Q3 2020 | $305,000 | – | 12,216 | – | 0.02% | – |
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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% |