ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 439 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.34 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $8,173 | +10.2% | 292 | 0.0% | 0.00% | – |
Q3 2023 | $7,417 | -3.5% | 292 | 0.0% | 0.00% | – |
Q2 2023 | $7,688 | -4.2% | 292 | 0.0% | 0.00% | – |
Q1 2023 | $8,027 | +1.2% | 292 | 0.0% | 0.00% | – |
Q4 2022 | $7,931 | +13.3% | 292 | 0.0% | 0.00% | – |
Q3 2022 | $7,000 | -65.0% | 292 | -63.3% | 0.00% | -100.0% |
Q2 2020 | $20,000 | – | 795 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Chicago Wealth Management, Inc. | 251,494 | $7,987,000 | 5.36% |
Fountainhead AM, LLC | 328,156 | $10,422,000 | 4.63% |
Kerntke Otto McGlone Wealth Management Group | 43,228 | $1,373,000 | 3.14% |
Sterling Financial Planning, Inc. | 152,140 | $4,832,000 | 3.04% |
First National Bank of Hutchinson | 163,677 | $5,199,000 | 3.03% |
COWA, LLC | 173,456 | $5,512,000 | 2.74% |
SUMMIT FINANCIAL GROUP, INC. | 210,315 | $7,696,000 | 2.61% |
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 63,461 | $2,016,000 | 2.25% |
FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $28,520,000 | 2.16% |
Murphy, Middleton, Hinkle & Parker, Inc. | 117,520 | $3,732,000 | 2.00% |