ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 252 filers reported holding ISHARES TR in Q1 2015. The put-call ratio across all filers is 1.77 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $643,636 | +118.0% | 25,340 | +125.9% | 0.01% | +75.0% |
| Q2 2023 | $295,291 | -63.6% | 11,215 | -61.9% | 0.00% | -75.0% |
| Q1 2023 | $810,213 | +63.7% | 29,473 | +34.2% | 0.02% | +6.7% |
| Q3 2022 | $495,000 | +70.7% | 21,965 | +122.9% | 0.02% | +114.3% |
| Q4 2020 | $290,000 | +1.0% | 9,855 | -13.8% | 0.01% | +16.7% |
| Q2 2020 | $287,000 | -9.2% | 11,438 | -18.2% | 0.01% | -14.3% |
| Q1 2020 | $316,000 | -53.2% | 13,979 | -33.6% | 0.01% | +133.3% |
| Q2 2018 | $675,000 | -22.8% | 21,059 | -20.5% | 0.00% | -40.0% |
| Q1 2018 | $874,000 | +291.9% | 26,491 | +288.8% | 0.01% | -88.1% |
| Q2 2017 | $223,000 | -53.9% | 6,813 | -55.8% | 0.04% | -55.8% |
| Q1 2017 | $484,000 | -48.9% | 15,397 | -52.0% | 0.10% | -70.0% |
| Q4 2016 | $948,000 | +246.0% | 32,082 | +229.9% | 0.32% | -26.3% |
| Q3 2015 | $274,000 | +23.4% | 9,724 | +41.8% | 0.43% | +16.2% |
| Q2 2015 | $222,000 | -42.9% | 6,858 | -40.5% | 0.37% | +12.5% |
| Q4 2014 | $389,000 | – | 11,534 | – | 0.33% | – |
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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% |