ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 413 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.02 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $11,092,503 | -16.5% | 436,713 | -13.4% | 0.65% | -9.5% |
Q2 2023 | $13,283,952 | -10.1% | 504,518 | -6.2% | 0.72% | -7.5% |
Q1 2023 | $14,781,276 | +2.5% | 537,696 | +1.3% | 0.78% | +5.9% |
Q4 2022 | $14,422,554 | +36.8% | 531,022 | +13.5% | 0.73% | +14.4% |
Q3 2022 | $10,541,000 | -12.6% | 467,863 | +5.4% | 0.64% | -7.4% |
Q2 2022 | $12,055,000 | -13.4% | 443,843 | +1.3% | 0.69% | +3.9% |
Q1 2022 | $13,915,000 | +6.1% | 438,137 | +4.1% | 0.66% | +6.2% |
Q4 2021 | $13,118,000 | +4.3% | 420,726 | +1.8% | 0.63% | -3.4% |
Q3 2021 | $12,574,000 | -4.2% | 413,354 | +2.1% | 0.65% | -3.6% |
Q2 2021 | $13,121,000 | +3.7% | 404,971 | +0.8% | 0.67% | -2.3% |
Q1 2021 | $12,653,000 | +6.5% | 401,938 | -0.3% | 0.69% | -3.0% |
Q4 2020 | $11,876,000 | +22.3% | 402,973 | +3.5% | 0.71% | +6.0% |
Q3 2020 | $9,708,000 | +4.4% | 389,391 | +5.2% | 0.67% | -1.6% |
Q2 2020 | $9,297,000 | -21.5% | 370,118 | -29.4% | 0.68% | -35.1% |
Q1 2020 | $11,845,000 | -23.3% | 524,126 | +13.9% | 1.05% | +3.9% |
Q4 2019 | $15,453,000 | +12.9% | 460,327 | +3.4% | 1.01% | -8.4% |
Q3 2019 | $13,685,000 | +5.9% | 445,200 | +5.8% | 1.10% | +3.8% |
Q2 2019 | $12,923,000 | +1.2% | 420,660 | +1.7% | 1.06% | -1.4% |
Q1 2019 | $12,766,000 | +10.6% | 413,681 | +2.9% | 1.08% | -1.6% |
Q4 2018 | $11,546,000 | -17.7% | 402,171 | -6.5% | 1.09% | -5.2% |
Q3 2018 | $14,028,000 | +3.3% | 429,920 | +1.5% | 1.15% | -0.2% |
Q2 2018 | $13,580,000 | -3.8% | 423,722 | -0.9% | 1.15% | -3.8% |
Q1 2018 | $14,110,000 | -4.0% | 427,434 | -1.7% | 1.20% | -0.6% |
Q4 2017 | $14,691,000 | +14.8% | 434,784 | +14.7% | 1.21% | +9.8% |
Q3 2017 | $12,802,000 | +3.8% | 379,213 | +0.6% | 1.10% | -0.4% |
Q2 2017 | $12,330,000 | +8.1% | 376,833 | +3.9% | 1.10% | +6.8% |
Q1 2017 | $11,410,000 | +37.9% | 362,693 | +29.5% | 1.03% | +34.2% |
Q4 2016 | $8,276,000 | -17.4% | 279,965 | -16.2% | 0.77% | -20.9% |
Q3 2016 | $10,020,000 | +20.7% | 334,218 | +15.2% | 0.97% | +16.4% |
Q2 2016 | $8,303,000 | -4.6% | 290,014 | -3.4% | 0.84% | -11.2% |
Q1 2016 | $8,707,000 | +3.5% | 300,350 | +2.5% | 0.94% | -1.0% |
Q4 2015 | $8,413,000 | +4.9% | 293,033 | +2.8% | 0.95% | +1.1% |
Q3 2015 | $8,021,000 | +4.2% | 285,128 | +19.7% | 0.94% | +12.3% |
Q2 2015 | $7,699,000 | -33.9% | 238,129 | -31.2% | 0.84% | -32.7% |
Q1 2015 | $11,643,000 | -9.0% | 346,106 | -8.9% | 1.25% | -11.8% |
Q4 2014 | $12,794,000 | -5.7% | 379,763 | +0.2% | 1.42% | -5.4% |
Q3 2014 | $13,567,000 | -4.6% | 379,083 | +6.3% | 1.50% | -0.3% |
Q2 2014 | $14,223,000 | +46.8% | 356,558 | +42.2% | 1.50% | +40.4% |
Q1 2014 | $9,688,000 | +61.4% | 250,728 | +58.5% | 1.07% | +45.2% |
Q4 2013 | $6,001,000 | +744.0% | 158,164 | +706.8% | 0.74% | +691.4% |
Q3 2013 | $711,000 | – | 19,604 | – | 0.09% | – |
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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% |