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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $571,177 | +28616.8% | 21,693 | -70.0% | 0.00% | -100.0% |
| Q1 2023 | $1,989 | -99.9% | 72,359 | +29.0% | 0.00% | 0.0% |
| Q3 2021 | $1,707,000 | +5.4% | 56,113 | +12.2% | 0.00% | 0.0% |
| Q2 2021 | $1,620,000 | +97.1% | 50,000 | +104.1% | 0.00% | 0.0% |
| Q4 2019 | $822,000 | +63.4% | 24,496 | +50.3% | 0.00% | 0.0% |
| Q1 2019 | $503,000 | -37.4% | 16,300 | -41.8% | 0.00% | 0.0% |
| Q4 2018 | $804,000 | +24.7% | 27,991 | +39.0% | 0.00% | 0.0% |
| Q2 2018 | $645,000 | -52.4% | 20,140 | -53.3% | 0.00% | -50.0% |
| Q1 2017 | $1,356,000 | +290.8% | 43,110 | +267.3% | 0.00% | +100.0% |
| Q4 2016 | $347,000 | -25.4% | 11,738 | -15.1% | 0.00% | 0.0% |
| Q1 2015 | $465,000 | – | 13,822 | – | 0.00% | – |
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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% |