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 | $761 | -6.7% | 29,980 | -3.2% | 0.01% | 0.0% |
| Q2 2023 | $816 | +26.5% | 30,980 | +31.9% | 0.01% | +25.0% |
| Q1 2023 | $645 | -17.1% | 23,480 | -18.0% | 0.00% | -33.3% |
| Q4 2022 | $778 | -99.9% | 28,640 | +14.8% | 0.01% | +20.0% |
| Q3 2022 | $562,000 | -13.0% | 24,940 | +4.9% | 0.01% | 0.0% |
| Q2 2022 | $646,000 | -17.0% | 23,780 | -2.9% | 0.01% | 0.0% |
| Q1 2022 | $778,000 | -26.4% | 24,500 | -27.7% | 0.01% | -16.7% |
| Q4 2021 | $1,057,000 | -10.4% | 33,900 | -12.6% | 0.01% | -25.0% |
| Q3 2021 | $1,180,000 | -10.1% | 38,800 | -4.2% | 0.01% | -11.1% |
| Q2 2021 | $1,312,000 | +2.9% | 40,500 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $1,275,000 | +1.1% | 40,500 | -5.4% | 0.01% | -10.0% |
| Q4 2020 | $1,261,000 | +26.7% | 42,800 | +7.3% | 0.01% | +11.1% |
| Q3 2020 | $995,000 | +174.9% | 39,900 | +149.4% | 0.01% | +12.5% |
| Q2 2020 | $362,000 | 0.0% | 16,000 | 0.0% | 0.01% | +100.0% |
| Q1 2020 | $362,000 | -75.3% | 16,000 | -63.3% | 0.00% | -66.7% |
| Q4 2019 | $1,465,000 | +7.6% | 43,650 | -1.5% | 0.01% | 0.0% |
| Q3 2019 | $1,362,000 | +6.3% | 44,300 | +6.2% | 0.01% | +9.1% |
| Q2 2019 | $1,281,000 | +16.2% | 41,700 | +16.8% | 0.01% | +10.0% |
| Q1 2019 | $1,102,000 | +80.1% | 35,700 | +67.6% | 0.01% | +66.7% |
| Q4 2018 | $612,000 | -49.3% | 21,300 | -42.4% | 0.01% | -40.0% |
| Q3 2018 | $1,207,000 | +17.6% | 37,000 | +15.6% | 0.01% | +25.0% |
| Q2 2018 | $1,026,000 | -16.0% | 32,000 | -13.5% | 0.01% | -20.0% |
| Q1 2018 | $1,221,000 | -11.6% | 37,000 | -9.5% | 0.01% | 0.0% |
| Q4 2017 | $1,382,000 | +0.1% | 40,895 | 0.0% | 0.01% | +11.1% |
| Q3 2017 | $1,381,000 | +3.2% | 40,895 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $1,338,000 | +7.1% | 40,895 | +3.0% | 0.01% | +12.5% |
| Q1 2017 | $1,249,000 | +6.5% | 39,695 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $1,173,000 | -8.4% | 39,695 | -7.0% | 0.01% | 0.0% |
| Q3 2016 | $1,280,000 | +38.8% | 42,695 | +32.6% | 0.01% | +33.3% |
| Q2 2016 | $922,000 | -8.9% | 32,195 | -7.7% | 0.01% | 0.0% |
| Q1 2016 | $1,012,000 | +52.6% | 34,895 | +51.1% | 0.01% | +50.0% |
| Q4 2015 | $663,000 | +23.0% | 23,095 | +20.6% | 0.00% | 0.0% |
| Q3 2015 | $539,000 | -18.1% | 19,150 | -5.9% | 0.00% | -20.0% |
| Q2 2015 | $658,000 | +4.3% | 20,350 | +8.5% | 0.01% | +25.0% |
| Q1 2015 | $631,000 | +20.9% | 18,750 | +21.0% | 0.00% | 0.0% |
| Q4 2014 | $522,000 | -17.0% | 15,500 | -11.8% | 0.00% | -20.0% |
| Q3 2014 | $629,000 | -9.5% | 17,570 | +0.9% | 0.01% | 0.0% |
| Q2 2014 | $695,000 | +37.1% | 17,420 | +32.7% | 0.01% | +25.0% |
| Q1 2014 | $507,000 | +567.1% | 13,130 | +556.5% | 0.00% | +300.0% |
| Q4 2013 | $76,000 | +10.1% | 2,000 | +5.3% | 0.00% | 0.0% |
| Q3 2013 | $69,000 | – | 1,900 | – | 0.00% | – |
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% |