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 ↓ |
|---|---|---|---|
| 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% |