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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,117,000 | -62.4% | 33,290 | -65.5% | 0.35% | -63.6% |
| Q3 2019 | $2,967,000 | +20.6% | 96,591 | +20.6% | 0.97% | +34.6% |
| Q2 2019 | $2,461,000 | +396.2% | 80,122 | +398.5% | 0.72% | +1404.2% |
| Q1 2019 | $496,000 | +17.3% | 16,073 | +9.0% | 0.05% | +9.1% |
| Q4 2018 | $423,000 | +9.0% | 14,747 | +24.2% | 0.04% | +18.9% |
| Q3 2018 | $388,000 | +1.8% | 11,878 | 0.0% | 0.04% | -2.6% |
| Q2 2018 | $381,000 | +1.1% | 11,878 | +3.9% | 0.04% | 0.0% |
| Q1 2018 | $377,000 | +58.4% | 11,436 | +62.4% | 0.04% | +58.3% |
| Q4 2017 | $238,000 | +0.4% | 7,041 | +0.3% | 0.02% | -7.7% |
| Q3 2017 | $237,000 | +11.3% | 7,022 | +7.8% | 0.03% | +4.0% |
| Q2 2017 | $213,000 | – | 6,511 | – | 0.02% | – |
Download | ||||||
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% |