MOTCO - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 442 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.

Quarter-by-quarter ownership
MOTCO ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,485,494
-6.3%
58,484
-2.9%
0.10%
-1.9%
Q2 2023$1,585,066
-5.7%
60,200
-1.6%
0.10%
-8.8%
Q1 2023$1,681,728
-9.1%
61,176
-10.2%
0.11%
-16.8%
Q4 2022$1,849,324
+66.8%
68,090
+38.3%
0.14%
+55.7%
Q3 2022$1,109,000
-20.8%
49,220
-4.6%
0.09%
-16.2%
Q2 2022$1,401,000
-27.7%
51,572
-15.5%
0.10%
-16.7%
Q1 2022$1,938,000
+1.9%
61,0130.0%0.13%
+6.8%
Q4 2021$1,902,000
+3.8%
61,013
+1.3%
0.12%
-0.8%
Q3 2021$1,832,000
-5.0%
60,233
+1.2%
0.12%
-5.6%
Q2 2021$1,928,000
+15.9%
59,514
+12.7%
0.13%
+7.7%
Q1 2021$1,663,000
+15.2%
52,813
+7.8%
0.12%
+10.4%
Q4 2020$1,443,000
+18.3%
48,973
+0.1%
0.11%
+8.2%
Q3 2020$1,220,000
-4.1%
48,946
-3.4%
0.10%
-10.1%
Q2 2020$1,272,000
+14.5%
50,646
+3.0%
0.11%
-1.8%
Q1 2020$1,111,000
-31.5%
49,168
+1.8%
0.11%
-18.4%
Q4 2019$1,621,000
+93.0%
48,275
+76.7%
0.14%
+81.3%
Q3 2019$840,000
+132.0%
27,320
+131.7%
0.08%
+120.6%
Q2 2019$362,000
+2.5%
11,792
+3.1%
0.03%
-2.9%
Q1 2019$353,000
+14.2%
11,438
+6.1%
0.04%
+2.9%
Q4 2018$309,00010,7770.03%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Chicago Wealth Management, Inc. 256,248$7,990,0005.36%
Fountainhead AM, LLC 324,535$10,119,0004.40%
First National Bank of Hutchinson 181,071$5,646,0003.22%
Berkeley Capital Partners, LLC 217,717$6,788,0002.79%
Gunma Bank,Ltd. 100,000$3,118,0002.73%
COWA, LLC 170,163$5,306,0002.67%
Sterling Financial Planning, Inc. 135,848$4,236,0002.65%
FUKOKU MUTUAL LIFE INSURANCE Co 898,000$28,000,0002.07%
Murphy, Middleton, Hinkle & Parker, Inc. 117,228$3,655,0001.95%
AGILIS PARTNERS LLC 121,247$3,780,0001.89%
View complete list of ISHARES TR shareholders