ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 410 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,561,457 | -3.6% | 218,955 | -0.1% | 0.44% | -10.5% |
| Q2 2023 | $5,768,245 | -4.2% | 219,075 | 0.0% | 0.49% | -2.0% |
| Q1 2023 | $6,022,372 | +113.8% | 219,075 | +111.3% | 0.50% | +105.8% |
| Q4 2022 | $2,816,492 | +21.3% | 103,700 | +0.7% | 0.24% | 0.0% |
| Q3 2022 | $2,321,000 | +666.0% | 103,000 | +753.9% | 0.24% | +460.5% |
| Q2 2020 | $303,000 | – | 12,062 | – | 0.04% | – |
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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% |