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 | $53,975 | -10.4% | 2,125 | -7.1% | 0.02% | -5.9% |
| Q2 2023 | $60,243 | -4.2% | 2,288 | 0.0% | 0.02% | -5.6% |
| Q1 2023 | $62,897 | -13.4% | 2,288 | -14.4% | 0.02% | -14.3% |
| Q4 2022 | $72,599 | +21.0% | 2,673 | 0.0% | 0.02% | +16.7% |
| Q3 2022 | $60,000 | -17.8% | 2,673 | 0.0% | 0.02% | -10.0% |
| Q2 2022 | $73,000 | -14.1% | 2,673 | 0.0% | 0.02% | -4.8% |
| Q1 2022 | $85,000 | +7.6% | 2,673 | 0.0% | 0.02% | -8.7% |
| Q4 2021 | $79,000 | -2.5% | 2,673 | 0.0% | 0.02% | +4.5% |
| Q3 2021 | $81,000 | -6.9% | 2,673 | 0.0% | 0.02% | -8.3% |
| Q2 2021 | $87,000 | +3.6% | 2,673 | 0.0% | 0.02% | +4.3% |
| Q1 2021 | $84,000 | +6.3% | 2,673 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $79,000 | +5.3% | 2,673 | -11.4% | 0.02% | -8.0% |
| Q3 2020 | $75,000 | +11.9% | 3,018 | +12.9% | 0.02% | +8.7% |
| Q2 2020 | $67,000 | +11.7% | 2,673 | 0.0% | 0.02% | -4.2% |
| Q1 2020 | $60,000 | -41.2% | 2,673 | -11.9% | 0.02% | -22.6% |
| Q4 2019 | $102,000 | -45.5% | 3,035 | -47.0% | 0.03% | -54.4% |
| Q3 2018 | $187,000 | +1.6% | 5,730 | 0.0% | 0.07% | -5.6% |
| Q2 2018 | $184,000 | -2.6% | 5,730 | 0.0% | 0.07% | -4.0% |
| Q1 2018 | $189,000 | -2.6% | 5,730 | 0.0% | 0.08% | -2.6% |
| Q4 2017 | $194,000 | +0.5% | 5,730 | 0.0% | 0.08% | -3.8% |
| Q3 2017 | $193,000 | +3.2% | 5,730 | 0.0% | 0.08% | 0.0% |
| Q2 2017 | $187,000 | +3.9% | 5,730 | 0.0% | 0.08% | 0.0% |
| Q1 2017 | $180,000 | +6.5% | 5,730 | 0.0% | 0.08% | +5.3% |
| Q4 2016 | $169,000 | -1.7% | 5,730 | 0.0% | 0.08% | -3.8% |
| Q3 2016 | $172,000 | +4.9% | 5,730 | 0.0% | 0.08% | +3.9% |
| Q2 2016 | $164,000 | -1.2% | 5,730 | 0.0% | 0.08% | -5.0% |
| Q1 2016 | $166,000 | +0.6% | 5,730 | 0.0% | 0.08% | -1.2% |
| Q4 2015 | $165,000 | +2.5% | 5,730 | 0.0% | 0.08% | 0.0% |
| Q3 2015 | $161,000 | -13.0% | 5,730 | 0.0% | 0.08% | -3.6% |
| Q2 2015 | $185,000 | -4.1% | 5,730 | 0.0% | 0.08% | -2.3% |
| Q1 2015 | $193,000 | 0.0% | 5,730 | 0.0% | 0.09% | +2.4% |
| Q4 2014 | $193,000 | – | 5,730 | – | 0.08% | – |
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% |