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 | $666,569 | +55.6% | 25,731 | +58.2% | 0.02% | +80.0% |
| Q2 2023 | $428,259 | -0.6% | 16,265 | +3.8% | 0.01% | -9.1% |
| Q1 2023 | $430,833 | +11.9% | 15,672 | +10.6% | 0.01% | 0.0% |
| Q4 2022 | $384,938 | +4.3% | 14,173 | -13.4% | 0.01% | 0.0% |
| Q3 2022 | $369,000 | -27.9% | 16,360 | -13.2% | 0.01% | -50.0% |
| Q2 2022 | $512,000 | +1.4% | 18,848 | +18.7% | 0.02% | +29.4% |
| Q1 2022 | $505,000 | +2.6% | 15,881 | +0.8% | 0.02% | +21.4% |
| Q4 2021 | $492,000 | -38.5% | 15,756 | -40.1% | 0.01% | -44.0% |
| Q3 2021 | $800,000 | -8.8% | 26,291 | -2.9% | 0.02% | -10.7% |
| Q2 2021 | $877,000 | +37.7% | 27,063 | +33.8% | 0.03% | +21.7% |
| Q1 2021 | $637,000 | +128.3% | 20,224 | +113.9% | 0.02% | +53.3% |
| Q4 2020 | $279,000 | +5.3% | 9,457 | -11.0% | 0.02% | +7.1% |
| Q3 2020 | $265,000 | +11.8% | 10,630 | +12.7% | 0.01% | -12.5% |
| Q2 2020 | $237,000 | -2.5% | 9,429 | -12.1% | 0.02% | -23.8% |
| Q1 2020 | $243,000 | -93.2% | 10,724 | -89.9% | 0.02% | -93.1% |
| Q4 2019 | $3,570,000 | +26.6% | 106,335 | +15.9% | 0.30% | +9.4% |
| Q3 2019 | $2,821,000 | +25.2% | 91,763 | +25.1% | 0.28% | +12.6% |
| Q2 2019 | $2,253,000 | +83.9% | 73,337 | +84.8% | 0.25% | +61.4% |
| Q1 2019 | $1,225,000 | +12.0% | 39,684 | +4.2% | 0.15% | -1.9% |
| Q4 2018 | $1,094,000 | -34.5% | 38,102 | -25.6% | 0.16% | -21.6% |
| Q3 2018 | $1,671,000 | -11.7% | 51,202 | -13.3% | 0.20% | -20.4% |
| Q2 2018 | $1,893,000 | -3.4% | 59,045 | -0.5% | 0.25% | -8.8% |
| Q1 2018 | $1,959,000 | +9.0% | 59,325 | +11.6% | 0.27% | +12.8% |
| Q4 2017 | $1,797,000 | +7.3% | 53,174 | +7.3% | 0.24% | -12.6% |
| Q3 2017 | $1,674,000 | -8.2% | 49,572 | -11.0% | 0.28% | -16.0% |
| Q2 2017 | $1,823,000 | +58.9% | 55,705 | +52.9% | 0.33% | +44.5% |
| Q1 2017 | $1,147,000 | -9.2% | 36,438 | -14.7% | 0.23% | -10.9% |
| Q4 2016 | $1,263,000 | +7.1% | 42,724 | +8.7% | 0.26% | +11.3% |
| Q3 2016 | $1,179,000 | +8.0% | 39,312 | +3.2% | 0.23% | +5.5% |
| Q2 2016 | $1,092,000 | +1.0% | 38,110 | +2.2% | 0.22% | -12.4% |
| Q1 2016 | $1,081,000 | +36.8% | 37,294 | +35.6% | 0.25% | +56.2% |
| Q4 2015 | $790,000 | +171.5% | 27,496 | +166.6% | 0.16% | +128.6% |
| Q3 2015 | $291,000 | +27.6% | 10,312 | +46.5% | 0.07% | +22.8% |
| Q2 2015 | $228,000 | +484.6% | 7,037 | +502.0% | 0.06% | +5600.0% |
| Q4 2014 | $39,000 | -100.0% | 1,169 | -69.5% | 0.00% | -97.2% |
| Q2 2014 | $152,761,000 | +167769.2% | 3,830 | +60.4% | 0.04% | +24.1% |
| Q4 2013 | $91,000 | -7.1% | 2,388 | -12.0% | 0.03% | -14.7% |
| Q3 2013 | $98,000 | -70.1% | 2,715 | -73.6% | 0.03% | -69.4% |
| Q2 2013 | $328,000 | – | 10,297 | – | 0.11% | – |
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% |