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 | $269,428 | -13.8% | 10,607 | -10.7% | 0.00% | 0.0% |
| Q2 2023 | $312,589 | -13.5% | 11,872 | -9.7% | 0.00% | -50.0% |
| Q1 2023 | $361,483 | +5.6% | 13,150 | +4.3% | 0.00% | 0.0% |
| Q4 2022 | $342,285 | -33.0% | 12,603 | -33.0% | 0.00% | -33.3% |
| Q2 2022 | $511,000 | +79.3% | 18,822 | +109.9% | 0.00% | +50.0% |
| Q1 2022 | $285,000 | -10.7% | 8,969 | -12.4% | 0.00% | 0.0% |
| Q4 2021 | $319,000 | -14.9% | 10,238 | -17.0% | 0.00% | -33.3% |
| Q3 2021 | $375,000 | +34.9% | 12,332 | +43.5% | 0.00% | 0.0% |
| Q2 2021 | $278,000 | +9.4% | 8,594 | +6.3% | 0.00% | 0.0% |
| Q1 2021 | $254,000 | +6.7% | 8,084 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $238,000 | +31.5% | 8,084 | +12.0% | 0.00% | 0.0% |
| Q3 2020 | $181,000 | -5.7% | 7,215 | -5.3% | 0.00% | 0.0% |
| Q2 2020 | $192,000 | +152.6% | 7,615 | +116.5% | 0.00% | +50.0% |
| Q1 2020 | $76,000 | +985.7% | 3,517 | +1520.7% | 0.00% | – |
| Q3 2019 | $7,000 | 0.0% | 217 | 0.0% | 0.00% | – |
| Q2 2019 | $7,000 | 0.0% | 217 | 0.0% | 0.00% | – |
| Q1 2019 | $7,000 | +16.7% | 217 | 0.0% | 0.00% | – |
| Q4 2018 | $6,000 | -90.3% | 217 | -88.4% | 0.00% | -100.0% |
| Q3 2018 | $62,000 | +785.7% | 1,867 | +760.4% | 0.00% | – |
| Q2 2018 | $7,000 | -75.0% | 217 | -74.5% | 0.00% | -100.0% |
| Q1 2018 | $28,000 | +100.0% | 850 | +104.8% | 0.00% | +100.0% |
| Q4 2017 | $14,000 | – | 415 | – | 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% |