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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,227,699 | -15.1% | 48,335 | -12.0% | 0.02% | -14.3% |
| Q2 2023 | $1,446,428 | -5.9% | 54,935 | -1.8% | 0.02% | -12.5% |
| Q1 2023 | $1,537,211 | +4.4% | 55,919 | +3.2% | 0.02% | -4.0% |
| Q4 2022 | $1,472,379 | +20.6% | 54,211 | +0.1% | 0.02% | +8.7% |
| Q3 2022 | $1,221,000 | +478.7% | 54,174 | +762.5% | 0.02% | +228.6% |
| Q4 2019 | $211,000 | +2.4% | 6,281 | -6.2% | 0.01% | -22.2% |
| Q2 2019 | $206,000 | -79.5% | 6,695 | -80.7% | 0.01% | -88.3% |
| Q1 2016 | $1,005,000 | -18.9% | 34,673 | -19.6% | 0.08% | -18.1% |
| Q4 2015 | $1,239,000 | -20.8% | 43,140 | -22.4% | 0.09% | -20.3% |
| Q3 2015 | $1,565,000 | -43.4% | 55,622 | -35.0% | 0.12% | -35.2% |
| Q2 2015 | $2,766,000 | +3.0% | 85,568 | +7.2% | 0.18% | +1.1% |
| Q1 2015 | $2,686,000 | +140.9% | 79,854 | +141.2% | 0.18% | +130.8% |
| Q4 2014 | $1,115,000 | – | 33,105 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chicago Wealth Management, Inc. | 256,248 | $7,990,000 | 5.36% |
| Fountainhead AM, LLC | 324,535 | $10,119,000 | 4.40% |
| First National Bank of Hutchinson | 181,071 | $5,646,000 | 3.22% |
| Berkeley Capital Partners, LLC | 217,717 | $6,788,000 | 2.79% |
| Gunma Bank,Ltd. | 100,000 | $3,118,000 | 2.73% |
| COWA, LLC | 170,163 | $5,306,000 | 2.67% |
| Sterling Financial Planning, Inc. | 135,848 | $4,236,000 | 2.65% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $28,000,000 | 2.07% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 117,228 | $3,655,000 | 1.95% |
| AGILIS PARTNERS LLC | 121,247 | $3,780,000 | 1.89% |