ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 387 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.11 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,297,034 | +6.0% | 90,416 | +9.9% | 1.05% | +5.6% |
| Q2 2023 | $2,167,091 | -5.1% | 82,305 | -0.9% | 0.99% | -8.8% |
| Q1 2023 | $2,283,732 | +8.1% | 83,075 | +6.8% | 1.09% | -0.3% |
| Q4 2022 | $2,112,613 | +12.1% | 77,784 | -7.0% | 1.09% | -0.5% |
| Q3 2022 | $1,884,000 | -8.5% | 83,625 | +10.2% | 1.10% | -5.1% |
| Q2 2022 | $2,060,000 | -3.0% | 75,863 | +13.5% | 1.16% | +1.8% |
| Q1 2022 | $2,124,000 | +15.9% | 66,866 | +13.7% | 1.14% | +15.2% |
| Q4 2021 | $1,833,000 | +9.8% | 58,798 | +7.1% | 0.99% | +3.2% |
| Q3 2021 | $1,670,000 | +12.5% | 54,910 | +19.8% | 0.96% | +6.1% |
| Q2 2021 | $1,484,000 | +17.6% | 45,817 | +14.3% | 0.90% | +11.1% |
| Q1 2021 | $1,262,000 | +12.6% | 40,098 | +5.4% | 0.81% | +18.4% |
| Q4 2020 | $1,121,000 | +24.8% | 38,036 | +5.6% | 0.69% | +11.5% |
| Q3 2020 | $898,000 | +1.1% | 36,005 | +1.8% | 0.62% | -9.4% |
| Q2 2020 | $888,000 | +9.6% | 35,354 | -1.4% | 0.68% | -16.3% |
| Q1 2020 | $810,000 | -85.3% | 35,843 | -78.2% | 0.81% | -80.4% |
| Q4 2019 | $5,529,000 | – | 164,315 | – | 4.14% | – |
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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% |