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 | $258,068 | -94.8% | 10,160 | -94.6% | 0.02% | -94.3% |
| Q2 2023 | $4,922,967 | -18.2% | 186,972 | -14.6% | 0.37% | -21.7% |
| Q1 2023 | $6,018,340 | +1.0% | 218,928 | -0.2% | 0.47% | -6.7% |
| Q4 2022 | $5,956,455 | +38.7% | 219,310 | +15.1% | 0.50% | +26.6% |
| Q3 2022 | $4,293,000 | -9.2% | 190,552 | +9.5% | 0.40% | -4.8% |
| Q2 2022 | $4,728,000 | +0.3% | 174,064 | +17.3% | 0.42% | +13.6% |
| Q1 2022 | $4,713,000 | +10.0% | 148,382 | +8.0% | 0.37% | +15.3% |
| Q4 2021 | $4,285,000 | +6.2% | 137,428 | +3.6% | 0.32% | -3.3% |
| Q3 2021 | $4,035,000 | -1.4% | 132,651 | +5.0% | 0.33% | -2.4% |
| Q2 2021 | $4,094,000 | +6.2% | 126,366 | +3.2% | 0.34% | +2.7% |
| Q1 2021 | $3,855,000 | – | 122,487 | – | 0.33% | – |
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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% |