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 | $4,199 | -13.7% | 165,321 | -10.6% | 0.02% | -9.1% |
| Q2 2023 | $4,868 | -31.6% | 184,868 | -28.6% | 0.02% | -37.1% |
| Q1 2023 | $7,118 | +20.2% | 258,921 | +18.7% | 0.04% | +12.9% |
| Q4 2022 | $5,922 | -99.9% | 218,053 | +2.8% | 0.03% | +14.8% |
| Q3 2022 | $4,779,000 | -15.7% | 212,136 | +1.6% | 0.03% | -12.9% |
| Q2 2022 | $5,672,000 | +4.2% | 208,831 | +21.8% | 0.03% | +24.0% |
| Q1 2022 | $5,445,000 | +74.0% | 171,426 | +70.8% | 0.02% | +78.6% |
| Q4 2021 | $3,129,000 | +10.5% | 100,352 | +7.8% | 0.01% | 0.0% |
| Q3 2021 | $2,832,000 | -54.4% | 93,113 | -51.5% | 0.01% | -53.3% |
| Q2 2021 | $6,217,000 | +1.4% | 191,868 | -1.5% | 0.03% | -9.1% |
| Q1 2021 | $6,131,000 | -7.2% | 194,751 | -13.1% | 0.03% | -15.4% |
| Q4 2020 | $6,604,000 | -7.5% | 224,079 | -21.7% | 0.04% | -18.8% |
| Q3 2020 | $7,137,000 | +50.7% | 286,298 | +51.9% | 0.05% | +33.3% |
| Q2 2020 | $4,735,000 | +15.0% | 188,514 | +3.5% | 0.04% | -10.0% |
| Q1 2020 | $4,116,000 | -20.6% | 182,124 | +17.9% | 0.04% | 0.0% |
| Q4 2019 | $5,184,000 | +34.8% | 154,436 | +23.4% | 0.04% | +17.6% |
| Q3 2019 | $3,846,000 | +4.7% | 125,125 | +4.7% | 0.03% | 0.0% |
| Q2 2019 | $3,672,000 | +9.9% | 119,535 | +10.5% | 0.03% | +6.2% |
| Q1 2019 | $3,340,000 | -19.6% | 108,217 | -25.2% | 0.03% | -30.4% |
| Q4 2018 | $4,155,000 | +219.1% | 144,719 | +262.8% | 0.05% | +283.3% |
| Q3 2018 | $1,302,000 | -29.6% | 39,894 | -30.8% | 0.01% | -40.0% |
| Q2 2018 | $1,849,000 | -11.9% | 57,683 | -9.2% | 0.02% | -16.7% |
| Q1 2018 | $2,098,000 | -10.1% | 63,561 | -7.9% | 0.02% | -11.1% |
| Q4 2017 | $2,333,000 | +14.6% | 69,037 | +14.6% | 0.03% | 0.0% |
| Q3 2017 | $2,035,000 | +3.1% | 60,264 | -0.1% | 0.03% | -6.9% |
| Q2 2017 | $1,974,000 | +134.7% | 60,320 | +125.7% | 0.03% | +107.1% |
| Q1 2017 | $841,000 | +13.0% | 26,730 | +6.2% | 0.01% | 0.0% |
| Q4 2016 | $744,000 | +5.4% | 25,169 | +6.9% | 0.01% | +7.7% |
| Q3 2016 | $706,000 | +2.2% | 23,545 | -2.4% | 0.01% | -13.3% |
| Q2 2016 | $691,000 | -0.9% | 24,124 | +0.3% | 0.02% | -6.2% |
| Q1 2016 | $697,000 | -1.8% | 24,045 | -2.7% | 0.02% | -5.9% |
| Q4 2015 | $710,000 | +14.7% | 24,717 | +12.3% | 0.02% | -5.6% |
| Q3 2015 | $619,000 | -28.4% | 22,004 | -17.6% | 0.02% | -25.0% |
| Q2 2015 | $864,000 | -47.5% | 26,716 | -45.4% | 0.02% | -48.9% |
| Q1 2015 | $1,647,000 | +14.1% | 48,952 | +14.3% | 0.05% | +4.4% |
| Q4 2014 | $1,443,000 | -4.1% | 42,819 | +1.9% | 0.04% | +2.3% |
| Q3 2014 | $1,504,000 | +72.9% | 42,013 | +92.6% | 0.04% | +46.7% |
| Q2 2014 | $870,000 | +44.0% | 21,810 | +39.5% | 0.03% | +30.4% |
| Q1 2014 | $604,000 | +47.7% | 15,635 | +45.0% | 0.02% | +35.3% |
| Q4 2013 | $409,000 | +40.1% | 10,781 | +33.9% | 0.02% | +30.8% |
| Q3 2013 | $292,000 | +22.2% | 8,051 | +7.4% | 0.01% | +8.3% |
| Q2 2013 | $239,000 | – | 7,495 | – | 0.01% | – |
Download | ||||||
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% |