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 | $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% | – |
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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% |