ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 434 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $26,603,325 | +9.1% | 1,047,375 | +13.1% | 0.01% | +10.0% |
| Q2 2023 | $24,390,717 | +3.2% | 926,347 | +7.8% | 0.01% | 0.0% |
| Q1 2023 | $23,629,579 | +73.7% | 859,570 | +71.6% | 0.01% | +66.7% |
| Q4 2022 | $13,602,842 | +725.4% | 500,841 | +584.7% | 0.01% | +500.0% |
| Q3 2022 | $1,648,000 | -11.2% | 73,147 | +7.0% | 0.00% | 0.0% |
| Q2 2022 | $1,856,000 | +59.6% | 68,337 | +86.7% | 0.00% | – |
| Q1 2022 | $1,163,000 | +275.2% | 36,604 | +298.3% | 0.00% | – |
| Q4 2014 | $310,000 | +123.0% | 9,191 | +136.8% | 0.00% | – |
| Q3 2014 | $139,000 | +1058.3% | 3,882 | +1194.0% | 0.00% | – |
| Q1 2014 | $12,000 | – | 300 | – | 0.00% | – |
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% |