ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 449 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,428,252 | +2.5% | 492,989 | +7.8% | 0.76% | +6.6% |
| Q2 2023 | $12,119,454 | +40.6% | 457,338 | +45.8% | 0.71% | +29.2% |
| Q1 2023 | $8,621,685 | +32.7% | 313,630 | +31.1% | 0.55% | +24.8% |
| Q4 2022 | $6,497,463 | +227.3% | 239,229 | +171.5% | 0.44% | +188.8% |
| Q3 2022 | $1,985,000 | +254.5% | 88,112 | +327.2% | 0.15% | +261.9% |
| Q2 2022 | $560,000 | +833.3% | 20,626 | +996.0% | 0.04% | +950.0% |
| Q1 2022 | $60,000 | – | 1,882 | – | 0.00% | – |
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% |