ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 434 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.3%.
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% | – |
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% |