ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 355 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.63 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $476,999 | +7.4% | 18,779 | +11.3% | 0.02% | +12.5% |
| Q2 2023 | $444,126 | -22.6% | 16,867 | -19.2% | 0.02% | -15.8% |
| Q1 2023 | $574,066 | -7.4% | 20,882 | -8.5% | 0.02% | -13.6% |
| Q4 2022 | $619,716 | -10.1% | 22,817 | -25.4% | 0.02% | -15.4% |
| Q3 2022 | $689,000 | -20.0% | 30,584 | -3.5% | 0.03% | -13.3% |
| Q2 2022 | $861,000 | -30.1% | 31,702 | -18.3% | 0.03% | -18.9% |
| Q1 2022 | $1,232,000 | +10.2% | 38,802 | +8.3% | 0.04% | +19.4% |
| Q4 2021 | $1,118,000 | +7.0% | 35,842 | +4.4% | 0.03% | 0.0% |
| Q3 2021 | $1,045,000 | -12.8% | 34,339 | -7.2% | 0.03% | -13.9% |
| Q2 2021 | $1,199,000 | +24.5% | 37,017 | +21.0% | 0.04% | +16.1% |
| Q1 2021 | $963,000 | -1.4% | 30,585 | -7.7% | 0.03% | -6.1% |
| Q4 2020 | $977,000 | -8.7% | 33,154 | -22.8% | 0.03% | -21.4% |
| Q3 2020 | $1,070,000 | -9.1% | 42,928 | -8.4% | 0.04% | -19.2% |
| Q2 2020 | $1,177,000 | +20.0% | 46,847 | +7.9% | 0.05% | -10.3% |
| Q1 2020 | $981,000 | -42.7% | 43,409 | -14.9% | 0.06% | -19.4% |
| Q4 2019 | $1,713,000 | +21.8% | 51,016 | +11.5% | 0.07% | +7.5% |
| Q3 2019 | $1,406,000 | -6.1% | 45,751 | -6.1% | 0.07% | -13.0% |
| Q2 2019 | $1,497,000 | -29.3% | 48,733 | -28.9% | 0.08% | -35.8% |
| Q1 2019 | $2,116,000 | +3.4% | 68,551 | -3.8% | 0.12% | -19.5% |
| Q4 2018 | $2,046,000 | -15.1% | 71,278 | -3.5% | 0.15% | +4.9% |
| Q3 2018 | $2,411,000 | -7.2% | 73,888 | -8.9% | 0.14% | -18.4% |
| Q2 2018 | $2,599,000 | -17.7% | 81,089 | -15.2% | 0.17% | -24.7% |
| Q1 2018 | $3,157,000 | -9.2% | 95,648 | -7.0% | 0.23% | -13.8% |
| Q4 2017 | $3,475,000 | +17.7% | 102,831 | +17.6% | 0.27% | +9.8% |
| Q3 2017 | $2,953,000 | +8.1% | 87,463 | +4.8% | 0.24% | -5.1% |
| Q2 2017 | $2,731,000 | +17.5% | 83,461 | +12.9% | 0.26% | +14.2% |
| Q1 2017 | $2,325,000 | +43.2% | 73,904 | +34.5% | 0.22% | +26.4% |
| Q4 2016 | $1,624,000 | +0.6% | 54,928 | +2.0% | 0.18% | -6.8% |
| Q3 2016 | $1,615,000 | +6.1% | 53,854 | +1.3% | 0.19% | -3.5% |
| Q2 2016 | $1,522,000 | -5.2% | 53,169 | -3.9% | 0.20% | -9.6% |
| Q1 2016 | $1,605,000 | +17.5% | 55,350 | +16.3% | 0.22% | +14.7% |
| Q4 2015 | $1,366,000 | +2.8% | 47,574 | +0.7% | 0.19% | -9.5% |
| Q3 2015 | $1,329,000 | -25.8% | 47,249 | -14.7% | 0.21% | -14.6% |
| Q2 2015 | $1,790,000 | -13.5% | 55,378 | -10.0% | 0.25% | -9.9% |
| Q1 2015 | $2,069,000 | -42.7% | 61,512 | -42.6% | 0.27% | -42.7% |
| Q4 2014 | $3,612,000 | – | 107,204 | – | 0.48% | – |
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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% |