ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 351 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.96 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,326 | +394.8% | 52,209 | +412.6% | 0.13% | +560.0% |
| Q2 2023 | $268 | -14.9% | 10,185 | -11.1% | 0.02% | -41.2% |
| Q1 2023 | $315 | -99.9% | 11,453 | +2.3% | 0.03% | -5.6% |
| Q4 2021 | $349,000 | +13.3% | 11,200 | +10.7% | 0.04% | +33.3% |
| Q3 2021 | $308,000 | +2.0% | 10,119 | -1.4% | 0.03% | -18.2% |
| Q4 2020 | $302,000 | +34.2% | 10,259 | +14.5% | 0.03% | +26.9% |
| Q2 2020 | $225,000 | -74.7% | 8,956 | -69.1% | 0.03% | -62.3% |
| Q3 2019 | $890,000 | +237.1% | 28,949 | +236.3% | 0.07% | +360.0% |
| Q2 2019 | $264,000 | -3.3% | 8,608 | -2.6% | 0.02% | 0.0% |
| Q1 2019 | $273,000 | -40.0% | 8,834 | -37.7% | 0.02% | -25.0% |
| Q2 2018 | $455,000 | -6.2% | 14,190 | -3.3% | 0.02% | -23.1% |
| Q1 2018 | $485,000 | – | 14,678 | – | 0.03% | – |
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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% |