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 | $658 | +0.3% | 25,386 | +2.0% | 0.05% | +2.2% |
| Q2 2023 | $656 | -3.5% | 24,898 | +0.7% | 0.04% | -6.2% |
| Q1 2023 | $680 | +16.6% | 24,728 | +15.3% | 0.05% | +9.1% |
| Q4 2022 | $583 | -99.9% | 21,449 | -7.7% | 0.04% | +7.3% |
| Q3 2022 | $523,000 | +3.6% | 23,232 | +25.0% | 0.04% | +5.1% |
| Q2 2022 | $505,000 | +33.6% | 18,590 | +56.2% | 0.04% | +50.0% |
| Q1 2022 | $378,000 | -3.8% | 11,904 | -7.9% | 0.03% | -10.3% |
| Q3 2021 | $393,000 | +7.1% | 12,923 | +10.8% | 0.03% | -3.3% |
| Q2 2021 | $367,000 | 0.0% | 11,661 | 0.0% | 0.03% | 0.0% |
| Q1 2021 | $367,000 | +64.6% | 11,661 | +54.2% | 0.03% | +57.9% |
| Q4 2020 | $223,000 | – | 7,563 | – | 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% |