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 | $187,681 | -96.4% | 7,389 | -96.2% | 0.01% | -96.5% |
| Q2 2023 | $5,145,310 | +7.3% | 195,416 | +12.0% | 0.26% | 0.0% |
| Q1 2023 | $4,795,283 | +136.9% | 174,437 | +134.0% | 0.26% | +114.0% |
| Q4 2022 | $2,024,462 | +165.3% | 74,538 | +120.0% | 0.12% | +152.1% |
| Q3 2022 | $763,000 | +177.5% | 33,885 | +294.9% | 0.05% | +100.0% |
| Q2 2018 | $275,000 | -2.8% | 8,580 | 0.0% | 0.02% | -7.7% |
| Q1 2018 | $283,000 | -2.4% | 8,580 | 0.0% | 0.03% | -7.1% |
| Q4 2017 | $290,000 | 0.0% | 8,580 | 0.0% | 0.03% | -15.2% |
| Q3 2017 | $290,000 | -97.2% | 8,580 | -97.1% | 0.03% | -97.7% |
| Q3 2014 | $10,417,000 | -5.9% | 291,052 | +4.8% | 1.46% | -8.7% |
| Q2 2014 | $11,076,000 | +10.4% | 277,669 | +6.9% | 1.60% | +0.3% |
| Q1 2014 | $10,032,000 | +13.9% | 259,627 | +11.8% | 1.59% | -6.0% |
| Q4 2013 | $8,811,000 | +19.6% | 232,230 | +14.3% | 1.70% | +9.4% |
| Q3 2013 | $7,369,000 | – | 203,220 | – | 1.55% | – |
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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% |