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 | $10,786,459 | +2.8% | 424,664 | +6.6% | 0.42% | +7.2% |
| Q2 2023 | $10,488,839 | -3.7% | 398,361 | +0.6% | 0.39% | -5.3% |
| Q1 2023 | $10,887,855 | +5.8% | 396,066 | +4.6% | 0.41% | +1.0% |
| Q4 2022 | $10,286,823 | +21.4% | 378,749 | +0.7% | 0.41% | +14.9% |
| Q3 2022 | $8,472,000 | -11.2% | 376,025 | +7.0% | 0.36% | -7.5% |
| Q2 2022 | $9,541,000 | -13.3% | 351,274 | +1.4% | 0.38% | -5.6% |
| Q1 2022 | $11,003,000 | +5.1% | 346,445 | +3.2% | 0.41% | +10.0% |
| Q4 2021 | $10,471,000 | +7.7% | 335,840 | +5.0% | 0.37% | -1.9% |
| Q3 2021 | $9,726,000 | -5.4% | 319,713 | +0.7% | 0.38% | -4.8% |
| Q2 2021 | $10,284,000 | +4.5% | 317,396 | +1.5% | 0.40% | -2.5% |
| Q1 2021 | $9,843,000 | +16.4% | 312,667 | +9.0% | 0.41% | +10.6% |
| Q4 2020 | $8,456,000 | -20.4% | 286,927 | -32.7% | 0.37% | -31.6% |
| Q3 2020 | $10,628,000 | +2.2% | 426,299 | +3.0% | 0.54% | -4.4% |
| Q2 2020 | $10,399,000 | +24.2% | 413,977 | +11.7% | 0.56% | +9.7% |
| Q1 2020 | $8,373,000 | -33.7% | 370,493 | -1.4% | 0.51% | -20.1% |
| Q4 2019 | $12,620,000 | +9.9% | 375,916 | +0.6% | 0.64% | +3.2% |
| Q3 2019 | $11,485,000 | +4.4% | 373,623 | +4.4% | 0.62% | +2.8% |
| Q2 2019 | $10,996,000 | -2.9% | 357,956 | -2.5% | 0.60% | -5.0% |
| Q1 2019 | $11,328,000 | +9.1% | 367,071 | +1.5% | 0.64% | +1.9% |
| Q4 2018 | $10,385,000 | -10.8% | 361,715 | +1.4% | 0.62% | -3.5% |
| Q3 2018 | $11,641,000 | +2.6% | 356,770 | +0.8% | 0.65% | -4.8% |
| Q2 2018 | $11,342,000 | +161928.6% | 353,874 | +693770.6% | 0.68% | – |
| Q1 2018 | $7,000 | -99.9% | 51 | -100.0% | 0.00% | -100.0% |
| Q4 2017 | $11,556,000 | +3.2% | 341,993 | +3.1% | 0.70% | -2.0% |
| Q3 2017 | $11,201,000 | +6.7% | 331,795 | +3.4% | 0.72% | +2.3% |
| Q2 2017 | $10,500,000 | +14.6% | 320,889 | +10.2% | 0.70% | +10.9% |
| Q1 2017 | $9,163,000 | +26.5% | 291,252 | +18.9% | 0.63% | +18.6% |
| Q4 2016 | $7,242,000 | +24.4% | 244,982 | +26.1% | 0.53% | +18.2% |
| Q3 2016 | $5,823,000 | +47.5% | 194,214 | +40.9% | 0.45% | +38.5% |
| Q2 2016 | $3,947,000 | +297.1% | 137,865 | +298.1% | 0.32% | +242.1% |
| Q1 2016 | $994,000 | 0.0% | 34,631 | 0.0% | 0.10% | 0.0% |
| Q4 2015 | $994,000 | +0.7% | 34,631 | -1.3% | 0.10% | -13.6% |
| Q3 2015 | $987,000 | +8.8% | 35,091 | +25.1% | 0.11% | +83.3% |
| Q2 2015 | $907,000 | +40.8% | 28,050 | +46.4% | 0.06% | -14.3% |
| Q1 2015 | $644,000 | +30.4% | 19,158 | +30.7% | 0.07% | +40.0% |
| Q4 2014 | $494,000 | +28.0% | 14,659 | +35.8% | 0.05% | +25.0% |
| Q3 2014 | $386,000 | -5.2% | 10,798 | +5.8% | 0.04% | -4.8% |
| Q2 2014 | $407,000 | +24.5% | 10,207 | +20.5% | 0.04% | +20.0% |
| Q1 2014 | $327,000 | +47.3% | 8,471 | +44.9% | 0.04% | +52.2% |
| Q4 2013 | $222,000 | – | 5,845 | – | 0.02% | – |
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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% |