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 | ||||
|---|---|---|---|---|---|---|
| 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% | 61,013 | 0.0% | 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 | $309,000 | – | 10,777 | – | 0.03% | – |
Download | ||||||
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% |