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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,951,274 | +109409.2% | 116,192 | +13.5% | 0.13% | +16.1% |
| Q2 2023 | $2,695 | +31.1% | 102,351 | +36.9% | 0.11% | +23.1% |
| Q1 2023 | $2,055 | +4.2% | 74,753 | +3.0% | 0.09% | +1.1% |
| Q4 2022 | $1,972 | -99.9% | 72,589 | +13.3% | 0.09% | +28.6% |
| Q3 2022 | $1,443,000 | -14.4% | 64,059 | +3.2% | 0.07% | -10.3% |
| Q2 2022 | $1,685,000 | -9.7% | 62,056 | +5.7% | 0.08% | +6.8% |
| Q1 2022 | $1,866,000 | +13.2% | 58,728 | +11.0% | 0.07% | +23.7% |
| Q4 2021 | $1,649,000 | +3.8% | 52,900 | +1.3% | 0.06% | -3.3% |
| Q3 2021 | $1,588,000 | -2.3% | 52,199 | +4.0% | 0.06% | -1.6% |
| Q2 2021 | $1,626,000 | +11.2% | 50,186 | +8.1% | 0.06% | +6.9% |
| Q1 2021 | $1,462,000 | +21.4% | 46,417 | +13.7% | 0.06% | +13.7% |
| Q4 2020 | $1,204,000 | +43.3% | 40,840 | +21.2% | 0.05% | +30.8% |
| Q3 2020 | $840,000 | +20.0% | 33,687 | +20.8% | 0.04% | +14.7% |
| Q2 2020 | $700,000 | – | 27,880 | – | 0.03% | – |
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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% |