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 | ||||
---|---|---|---|---|---|---|
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 ↓ |
---|---|---|---|
MONETA GROUP INVESTMENT ADVISORS LLC | 3,368,424 | $103,478,000 | 10.20% |
Independence Wealth Advisors, Inc. | 327,554 | $10,062,000 | 9.92% |
Round Table Services, LLC | 924,058 | $28,387,000 | 8.75% |
Highwater Wealth Management, LLC | 57,178 | $1,756,000 | 3.98% |
BIEGEL & WALLER LLC | 233,087 | $7,160,000 | 3.66% |
FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $27,587,000 | 3.37% |
AGILIS PARTNERS LLC | 126,385 | $3,883,000 | 2.90% |
ACCURATE INVESTMENT SOLUTIONS, INC. | 123,070 | $3,781,000 | 2.88% |
Grove Bank & Trust | 222,743 | $6,843,000 | 2.50% |
Murphy, Middleton, Hinkle & Parker, Inc. | 112,451 | $3,455,000 | 2.46% |