ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 387 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.11 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,509,649 | +5.0% | 59,435 | +8.8% | 0.43% | +6.2% |
| Q2 2023 | $1,438,276 | -3.5% | 54,625 | +0.8% | 0.40% | -5.6% |
| Q1 2023 | $1,490,370 | +30.8% | 54,215 | +29.3% | 0.42% | +23.9% |
| Q4 2022 | $1,139,090 | -11.4% | 41,940 | -26.5% | 0.34% | -21.5% |
| Q3 2022 | $1,286,000 | -8.6% | 57,095 | +10.2% | 0.44% | -3.5% |
| Q2 2022 | $1,407,000 | -10.7% | 51,805 | +4.4% | 0.45% | +0.2% |
| Q1 2022 | $1,576,000 | +18.9% | 49,610 | +16.7% | 0.45% | +21.8% |
| Q4 2021 | $1,325,000 | +9.6% | 42,497 | +7.0% | 0.37% | -0.5% |
| Q3 2021 | $1,209,000 | -5.4% | 39,732 | +0.7% | 0.37% | +2.5% |
| Q2 2021 | $1,278,000 | +1.9% | 39,457 | -0.9% | 0.36% | -5.0% |
| Q1 2021 | $1,254,000 | +4.8% | 39,822 | -1.8% | 0.38% | +5.2% |
| Q4 2020 | $1,196,000 | +32.6% | 40,567 | +12.2% | 0.36% | +19.3% |
| Q3 2020 | $902,000 | +2.6% | 36,165 | +3.4% | 0.30% | -1.0% |
| Q2 2020 | $879,000 | +28.7% | 34,975 | +15.8% | 0.31% | +18.5% |
| Q1 2020 | $683,000 | -26.9% | 30,215 | +8.6% | 0.26% | -16.1% |
| Q4 2019 | $934,000 | +5.1% | 27,810 | -3.9% | 0.31% | -1.3% |
| Q3 2019 | $889,000 | +5.7% | 28,925 | +5.7% | 0.31% | +3.6% |
| Q2 2019 | $841,000 | +0.5% | 27,365 | +0.9% | 0.30% | -3.2% |
| Q1 2019 | $837,000 | +10.1% | 27,115 | +2.5% | 0.31% | -0.9% |
| Q4 2018 | $760,000 | -16.3% | 26,460 | -5.0% | 0.32% | -12.7% |
| Q3 2018 | $908,000 | +6.2% | 27,840 | +4.3% | 0.36% | -1.9% |
| Q2 2018 | $855,000 | +7.0% | 26,680 | +10.3% | 0.37% | +5.4% |
| Q1 2018 | $799,000 | +2.7% | 24,195 | +5.1% | 0.35% | +3.6% |
| Q4 2017 | $778,000 | +5.7% | 23,015 | +5.6% | 0.34% | +2.1% |
| Q3 2017 | $736,000 | – | 21,790 | – | 0.33% | – |
Download | ||||||
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% |