ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 435 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $650,245 | +3.1% | 23,500 | +4.4% | 0.17% | -2.3% |
| Q1 2024 | $630,900 | +0.2% | 22,500 | 0.0% | 0.18% | -10.2% |
| Q4 2023 | $629,775 | +10.2% | 22,500 | 0.0% | 0.20% | +3.2% |
| Q3 2023 | $571,500 | -13.2% | 22,500 | -10.0% | 0.19% | -5.9% |
| Q2 2023 | $658,250 | +6.4% | 25,000 | +11.1% | 0.20% | +11.0% |
| Q1 2023 | $618,525 | -8.9% | 22,500 | -10.0% | 0.18% | -14.2% |
| Q4 2022 | $679,000 | +25.5% | 25,000 | +4.2% | 0.21% | +19.1% |
| Q3 2022 | $541,000 | +73.4% | 24,000 | +108.7% | 0.18% | +81.6% |
| Q2 2022 | $312,000 | -14.5% | 11,500 | 0.0% | 0.10% | +1.0% |
| Q1 2022 | $365,000 | – | 11,500 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chicago Wealth Management, Inc. | 251,494 | $7,987,000 | 5.36% |
| Fountainhead AM, LLC | 328,156 | $10,422,000 | 4.63% |
| Kerntke Otto McGlone Wealth Management Group | 43,228 | $1,373,000 | 3.14% |
| Sterling Financial Planning, Inc. | 152,140 | $4,832,000 | 3.04% |
| First National Bank of Hutchinson | 163,677 | $5,199,000 | 3.03% |
| COWA, LLC | 173,456 | $5,512,000 | 2.74% |
| SUMMIT FINANCIAL GROUP, INC. | 210,315 | $7,696,000 | 2.61% |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 63,461 | $2,016,000 | 2.25% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $28,520,000 | 2.16% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 117,520 | $3,732,000 | 2.00% |