ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 416 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.18 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $560,000 | +9.4% | 16,677 | +0.1% | 0.03% | +3.1% |
| Q3 2019 | $512,000 | -4.1% | 16,662 | -4.2% | 0.03% | -5.9% |
| Q2 2019 | $534,000 | -0.4% | 17,384 | +0.1% | 0.03% | -2.9% |
| Q1 2019 | $536,000 | +7.6% | 17,366 | +0.0% | 0.04% | +2.9% |
| Q4 2018 | $498,000 | -12.0% | 17,358 | +0.1% | 0.03% | 0.0% |
| Q3 2018 | $566,000 | +1.8% | 17,339 | 0.0% | 0.03% | -24.4% |
| Q2 2018 | $556,000 | +42.6% | 17,339 | +46.6% | 0.04% | +45.2% |
| Q1 2018 | $390,000 | +4.0% | 11,825 | +6.6% | 0.03% | +3.3% |
| Q4 2017 | $375,000 | – | 11,097 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Eagle Bluffs Wealth Management LLC | 348,672 | $9,033,491 | 6.94% |
| FORTE ASSET MANAGEMENT LLC | 335,587 | $8,694,538 | 5.84% |
| COWA, LLC | 305,044 | $7,749,557 | 5.23% |
| Gunma Bank,Ltd. | 246,000 | $6,248 | 4.55% |
| Johnson & White Wealth Management, LLC | 181,695 | $4,615 | 4.17% |
| Fountainhead AM, LLC | 470,482 | $11,950,230 | 4.16% |
| Operose Advisors LLC | 371,519 | $9,436,578 | 3.74% |
| GDS Wealth Management | 859,564 | $21,832,926 | 3.43% |
| Kerntke Otto McGlone Wealth Management Group | 127,836 | $3,247,059 | 3.35% |
| Key Bridge Compliance, LLC | 398,018 | $10,109,645 | 3.16% |