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 | $1,969,341 | -9.0% | 77,533 | -5.7% | 0.08% | -11.5% |
| Q2 2023 | $2,164,803 | -7.0% | 82,218 | -2.9% | 0.09% | -13.9% |
| Q1 2023 | $2,328,063 | -1.3% | 84,688 | -2.5% | 0.10% | -9.0% |
| Q4 2022 | $2,358,574 | +19.0% | 86,840 | -1.3% | 0.11% | +6.7% |
| Q3 2022 | $1,982,000 | +10.7% | 87,976 | +33.5% | 0.10% | +10.6% |
| Q2 2022 | $1,790,000 | -12.6% | 65,904 | +2.2% | 0.09% | -7.8% |
| Q1 2022 | $2,048,000 | +12.2% | 64,511 | +10.2% | 0.10% | +12.1% |
| Q4 2021 | $1,826,000 | +9.7% | 58,556 | +7.0% | 0.09% | -4.2% |
| Q3 2021 | $1,664,000 | -2.2% | 54,716 | +4.1% | 0.10% | -7.8% |
| Q2 2021 | $1,702,000 | +3.5% | 52,536 | +0.6% | 0.10% | -22.0% |
| Q1 2021 | $1,644,000 | +6.8% | 52,221 | 0.0% | 0.13% | +12.8% |
| Q4 2020 | $1,539,000 | +42.0% | 52,221 | +20.1% | 0.12% | +25.8% |
| Q3 2020 | $1,084,000 | +0.9% | 43,474 | +1.7% | 0.09% | -7.0% |
| Q2 2020 | $1,074,000 | +35.4% | 42,754 | +21.8% | 0.10% | +14.9% |
| Q1 2020 | $793,000 | +111.5% | 35,106 | +214.6% | 0.09% | +112.2% |
| Q4 2019 | $375,000 | +9.3% | 11,160 | 0.0% | 0.04% | -2.4% |
| Q3 2019 | $343,000 | +41.7% | 11,160 | +41.7% | 0.04% | +31.2% |
| Q2 2019 | $242,000 | -0.4% | 7,875 | 0.0% | 0.03% | -8.6% |
| Q1 2019 | $243,000 | – | 7,875 | – | 0.04% | – |
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% |