ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 439 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $528,635 | -3.3% | 19,105 | -2.1% | 0.04% | -5.1% |
| Q1 2024 | $546,920 | -5.7% | 19,505 | -5.8% | 0.04% | -18.8% |
| Q4 2023 | $579,673 | +5.4% | 20,710 | -4.4% | 0.05% | 0.0% |
| Q3 2023 | $550,164 | +32.6% | 21,660 | +37.4% | 0.05% | +41.2% |
| Q2 2023 | $414,961 | -2.7% | 15,760 | +1.6% | 0.03% | -8.1% |
| Q1 2023 | $426,370 | +101175.5% | 15,510 | 0.0% | 0.04% | -2.6% |
| Q4 2022 | $421 | -99.9% | 15,510 | -8.5% | 0.04% | +5.6% |
| Q3 2022 | $382,000 | -17.0% | 16,955 | 0.0% | 0.04% | -10.0% |
| Q2 2022 | $460,000 | -11.2% | 16,955 | +4.0% | 0.04% | +5.3% |
| Q1 2022 | $518,000 | +10.7% | 16,305 | +8.7% | 0.04% | +18.8% |
| Q4 2021 | $468,000 | +5.9% | 15,005 | +3.3% | 0.03% | -5.9% |
| Q3 2021 | $442,000 | +48.3% | 14,530 | +57.9% | 0.03% | +47.8% |
| Q2 2021 | $298,000 | +2.8% | 9,200 | 0.0% | 0.02% | -4.2% |
| Q1 2021 | $290,000 | +33.6% | 9,200 | +24.7% | 0.02% | +26.3% |
| Q4 2020 | $217,000 | +7.4% | 7,375 | +40.9% | 0.02% | -29.6% |
| Q1 2014 | $202,000 | – | 5,235 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chicago Wealth Management, Inc. | 251,494 | $7,987,000 | 5.36% |
| Fountainhead AM, LLC | 328,156 | $10,422,000 | 4.63% |
| Kerntke Otto McGlone Wealth Management Group | 43,228 | $1,373,000 | 3.14% |
| Sterling Financial Planning, Inc. | 152,140 | $4,832,000 | 3.04% |
| First National Bank of Hutchinson | 163,677 | $5,199,000 | 3.03% |
| COWA, LLC | 173,456 | $5,512,000 | 2.74% |
| SUMMIT FINANCIAL GROUP, INC. | 210,315 | $7,696,000 | 2.61% |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 63,461 | $2,016,000 | 2.25% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $28,520,000 | 2.16% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 117,520 | $3,732,000 | 2.00% |