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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $439,000 | +8.9% | 13,024 | +8.5% | 0.00% | 0.0% |
| Q4 2019 | $403,000 | +9.5% | 12,000 | +0.4% | 0.00% | 0.0% |
| Q3 2019 | $368,000 | -10.5% | 11,957 | -10.5% | 0.00% | 0.0% |
| Q2 2019 | $411,000 | -7.4% | 13,367 | -7.1% | 0.00% | 0.0% |
| Q1 2019 | $444,000 | +18.7% | 14,383 | +10.5% | 0.00% | 0.0% |
| Q4 2018 | $374,000 | +1.6% | 13,011 | +15.5% | 0.00% | 0.0% |
| Q3 2018 | $368,000 | +70.4% | 11,265 | +67.0% | 0.00% | – |
| Q2 2018 | $216,000 | +5.4% | 6,745 | +8.7% | 0.00% | – |
| Q1 2018 | $205,000 | -40.2% | 6,205 | -35.9% | 0.00% | -100.0% |
| Q2 2015 | $343,000 | +3.3% | 9,682 | +3.2% | 0.00% | 0.0% |
| Q1 2015 | $332,000 | -57.4% | 9,383 | -59.4% | 0.00% | 0.0% |
| Q4 2014 | $779,000 | +58.0% | 23,133 | +67.9% | 0.00% | 0.0% |
| Q3 2014 | $493,000 | – | 13,775 | – | 0.00% | – |
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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% |