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 | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $613,000 | -32.3% | 18,799 | -31.9% | 0.09% | -32.6% |
| Q3 2018 | $906,000 | -14.8% | 27,599 | -14.1% | 0.14% | -17.4% |
| Q2 2018 | $1,063,000 | +6.5% | 32,140 | +6.5% | 0.17% | -2.3% |
| Q1 2018 | $998,000 | -16.7% | 30,165 | -14.9% | 0.17% | +4.9% |
| Q4 2017 | $1,198,000 | -10.5% | 35,458 | -10.6% | 0.16% | -13.8% |
| Q3 2017 | $1,339,000 | +5.4% | 39,671 | +2.1% | 0.19% | +1.1% |
| Q2 2017 | $1,271,000 | +9.9% | 38,856 | +5.8% | 0.19% | +3.3% |
| Q1 2017 | $1,156,000 | +11.3% | 36,742 | +4.5% | 0.18% | +1.7% |
| Q4 2016 | $1,039,000 | -2.6% | 35,160 | -1.2% | 0.18% | -5.8% |
| Q3 2016 | $1,067,000 | +7.0% | 35,587 | +2.2% | 0.19% | +2.7% |
| Q2 2016 | $997,000 | -4.2% | 34,820 | -4.0% | 0.18% | -5.2% |
| Q1 2016 | $1,041,000 | 0.0% | 36,267 | 0.0% | 0.19% | 0.0% |
| Q4 2015 | $1,041,000 | -11.1% | 36,267 | -12.9% | 0.19% | -8.5% |
| Q3 2015 | $1,171,000 | -15.7% | 41,633 | -3.1% | 0.21% | -7.4% |
| Q2 2015 | $1,389,000 | -5.4% | 42,955 | -1.6% | 0.23% | -5.4% |
| Q1 2015 | $1,469,000 | +2.0% | 43,664 | +2.3% | 0.24% | -33.5% |
| Q4 2014 | $1,440,000 | -2.2% | 42,700 | +3.7% | 0.36% | -28.9% |
| Q3 2014 | $1,473,000 | -0.4% | 41,180 | +11.0% | 0.51% | -2.8% |
| Q2 2014 | $1,479,000 | +9.9% | 37,100 | +6.5% | 0.53% | +1.0% |
| Q1 2014 | $1,346,000 | – | 34,850 | – | 0.52% | – |
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% |