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 | $17,686 | +3.6% | 696,326 | +7.4% | 0.60% | +5.7% |
| Q2 2023 | $17,064 | +2.3% | 648,076 | +6.8% | 0.57% | -3.2% |
| Q1 2023 | $16,686 | +3.2% | 606,994 | +1.9% | 0.58% | +0.5% |
| Q4 2022 | $16,175 | -99.9% | 595,529 | +9.6% | 0.58% | +1.0% |
| Q3 2022 | $12,245,000 | -15.0% | 543,494 | +2.4% | 0.58% | -20.9% |
| Q2 2022 | $14,410,000 | -11.0% | 530,569 | +4.1% | 0.73% | -1.9% |
| Q1 2022 | $16,191,000 | +7.3% | 509,805 | +5.3% | 0.74% | +9.6% |
| Q4 2021 | $15,095,000 | +5.3% | 484,138 | +2.7% | 0.68% | -3.6% |
| Q3 2021 | $14,334,000 | -3.5% | 471,203 | +2.8% | 0.70% | +5.2% |
| Q2 2021 | $14,847,000 | -5.9% | 458,258 | -8.6% | 0.67% | -13.2% |
| Q1 2021 | $15,780,000 | -0.4% | 501,259 | -6.8% | 0.77% | -10.3% |
| Q4 2020 | $15,842,000 | +13.0% | 537,567 | -4.4% | 0.86% | -1.6% |
| Q3 2020 | $14,014,000 | +0.6% | 562,140 | +1.3% | 0.87% | -11.9% |
| Q2 2020 | $13,934,000 | +20.8% | 554,705 | +8.6% | 0.99% | +7.4% |
| Q1 2020 | $11,539,000 | -27.0% | 510,544 | +8.4% | 0.92% | -4.9% |
| Q4 2019 | $15,810,000 | +8.2% | 470,961 | -0.9% | 0.97% | -0.4% |
| Q3 2019 | $14,607,000 | +2.9% | 475,197 | +2.8% | 0.97% | +3.4% |
| Q2 2019 | $14,201,000 | +2.5% | 462,259 | +2.9% | 0.94% | -10.2% |
| Q1 2019 | $13,858,000 | +4.7% | 449,061 | -2.6% | 1.04% | -10.7% |
| Q4 2018 | $13,233,000 | -13.2% | 460,908 | -1.4% | 1.17% | -14.7% |
| Q3 2018 | $15,246,000 | +0.9% | 467,243 | -0.9% | 1.37% | -3.8% |
| Q2 2018 | $15,109,000 | -1.7% | 471,428 | +1.2% | 1.42% | -8.4% |
| Q1 2018 | $15,370,000 | +14.7% | 465,628 | +17.4% | 1.56% | +13.7% |
| Q4 2017 | $13,397,000 | +6.4% | 396,465 | +6.3% | 1.37% | -2.6% |
| Q3 2017 | $12,592,000 | +4.7% | 372,979 | +1.5% | 1.40% | -1.5% |
| Q2 2017 | $12,024,000 | +2.7% | 367,482 | -1.3% | 1.43% | -2.6% |
| Q1 2017 | $11,713,000 | +11.0% | 372,298 | +4.3% | 1.46% | 0.0% |
| Q4 2016 | $10,552,000 | +31.0% | 356,986 | +32.8% | 1.46% | +24.2% |
| Q3 2016 | $8,058,000 | +91.8% | 268,770 | +83.1% | 1.18% | +75.7% |
| Q2 2016 | $4,202,000 | +87.3% | 146,777 | +89.6% | 0.67% | +82.3% |
| Q1 2016 | $2,244,000 | +24.4% | 77,399 | +23.1% | 0.37% | +18.3% |
| Q4 2015 | $1,804,000 | -29.7% | 62,851 | -31.1% | 0.31% | -41.9% |
| Q3 2015 | $2,566,000 | -21.7% | 91,227 | -10.0% | 0.54% | -26.9% |
| Q2 2015 | $3,278,000 | +31.1% | 101,401 | +36.4% | 0.73% | +10.9% |
| Q1 2015 | $2,501,000 | +18.9% | 74,352 | +19.0% | 0.66% | -5.6% |
| Q4 2014 | $2,104,000 | +0.3% | 62,456 | +6.6% | 0.70% | -6.7% |
| Q3 2014 | $2,097,000 | +61.1% | 58,583 | +79.5% | 0.75% | +63.5% |
| Q2 2014 | $1,302,000 | +31.6% | 32,630 | +27.4% | 0.46% | +18.3% |
| Q1 2014 | $989,000 | +262.3% | 25,607 | +255.9% | 0.39% | +186.7% |
| Q4 2013 | $273,000 | – | 7,196 | – | 0.14% | – |
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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% |