ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 410 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,038,269 | -9.5% | 40,877 | -6.2% | 0.02% | -16.7% |
| Q2 2023 | $1,147,883 | -10.7% | 43,596 | -6.8% | 0.02% | -25.0% |
| Q1 2023 | $1,285,590 | +233.8% | 46,766 | -9.8% | 0.02% | +166.7% |
| Q4 2022 | $385,095 | +20.7% | 51,875 | +266.8% | 0.01% | -10.0% |
| Q3 2022 | $319,000 | -16.9% | 14,141 | 0.0% | 0.01% | -16.7% |
| Q2 2022 | $384,000 | -73.8% | 14,141 | -69.3% | 0.01% | -98.6% |
| Q2 2013 | $1,464,000 | – | 46,001 | – | 0.85% | – |
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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% |