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 | $322,758 | -10.0% | 12,707 | -6.7% | 0.23% | -5.4% |
| Q2 2023 | $358,562 | -9.5% | 13,618 | -5.5% | 0.24% | -20.2% |
| Q1 2023 | $396,103 | -9.4% | 14,409 | -10.5% | 0.30% | -7.1% |
| Q4 2022 | $437,357 | -34.6% | 16,103 | -45.8% | 0.32% | -34.6% |
| Q3 2022 | $669,000 | -10.0% | 29,715 | +8.7% | 0.50% | -5.0% |
| Q2 2022 | $743,000 | +3.1% | 27,344 | +20.4% | 0.52% | +17.0% |
| Q1 2022 | $721,000 | +12.7% | 22,702 | +10.6% | 0.45% | -11.1% |
| Q4 2021 | $640,000 | -20.2% | 20,530 | -36.2% | 0.50% | -46.5% |
| Q3 2020 | $802,000 | -2.7% | 32,185 | -1.9% | 0.94% | -2.0% |
| Q2 2020 | $824,000 | +8.6% | 32,818 | -2.3% | 0.96% | -9.0% |
| Q1 2020 | $759,000 | -34.8% | 33,591 | -3.1% | 1.05% | -9.7% |
| Q4 2019 | $1,164,000 | – | 34,673 | – | 1.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chicago Wealth Management, Inc. | 256,248 | $7,990,000 | 5.36% |
| Fountainhead AM, LLC | 324,535 | $10,119,000 | 4.40% |
| First National Bank of Hutchinson | 181,071 | $5,646,000 | 3.22% |
| Berkeley Capital Partners, LLC | 217,717 | $6,788,000 | 2.79% |
| Gunma Bank,Ltd. | 100,000 | $3,118,000 | 2.73% |
| COWA, LLC | 170,163 | $5,306,000 | 2.67% |
| Sterling Financial Planning, Inc. | 135,848 | $4,236,000 | 2.65% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $28,000,000 | 2.07% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 117,228 | $3,655,000 | 1.95% |
| AGILIS PARTNERS LLC | 121,247 | $3,780,000 | 1.89% |