ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 434 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $569,247 | -5.1% | 23,126 | +1.5% | 0.06% | +3.4% |
| Q2 2023 | $599,780 | -2.3% | 22,779 | +2.0% | 0.06% | -4.8% |
| Q1 2023 | $613,775 | -6.9% | 22,327 | -8.0% | 0.06% | -11.4% |
| Q4 2022 | $659,086 | +22.5% | 24,267 | +1.6% | 0.07% | +12.9% |
| Q3 2022 | $538,000 | -20.8% | 23,887 | -4.4% | 0.06% | -16.2% |
| Q2 2022 | $679,000 | -13.1% | 24,998 | +1.6% | 0.07% | +7.2% |
| Q1 2022 | $781,000 | -0.9% | 24,606 | -2.6% | 0.07% | +1.5% |
| Q4 2021 | $788,000 | +2.7% | 25,269 | -40.0% | 0.07% | -5.6% |
| Q3 2021 | $767,000 | -11.5% | 42,088 | +57.3% | 0.07% | -12.2% |
| Q2 2021 | $867,000 | +4.2% | 26,752 | +1.3% | 0.08% | -6.8% |
| Q1 2021 | $832,000 | +6.9% | 26,414 | +0.1% | 0.09% | -4.3% |
| Q4 2020 | $778,000 | -1.1% | 26,398 | -16.4% | 0.09% | -15.6% |
| Q3 2020 | $787,000 | -2.8% | 31,559 | -2.1% | 0.11% | -14.8% |
| Q2 2020 | $810,000 | +7.6% | 32,227 | -3.3% | 0.13% | -8.6% |
| Q1 2020 | $753,000 | -37.1% | 33,340 | -6.5% | 0.14% | -17.2% |
| Q4 2019 | $1,197,000 | +10.7% | 35,650 | +1.4% | 0.17% | +3.0% |
| Q3 2019 | $1,081,000 | -1.5% | 35,173 | -1.6% | 0.16% | -1.2% |
| Q2 2019 | $1,098,000 | -0.5% | 35,746 | +0.0% | 0.17% | -5.1% |
| Q1 2019 | $1,103,000 | +11.0% | 35,732 | +3.2% | 0.18% | -4.4% |
| Q4 2018 | $994,000 | -14.8% | 34,634 | -3.1% | 0.18% | -1.6% |
| Q3 2018 | $1,167,000 | +1.7% | 35,753 | -0.2% | 0.19% | -1.6% |
| Q2 2018 | $1,148,000 | -1.3% | 35,812 | +1.6% | 0.19% | -6.0% |
| Q1 2018 | $1,163,000 | -9.1% | 35,234 | -7.0% | 0.20% | -3.8% |
| Q4 2017 | $1,280,000 | +0.6% | 37,869 | +0.5% | 0.21% | -5.0% |
| Q3 2017 | $1,272,000 | -3.0% | 37,675 | -6.0% | 0.22% | -4.3% |
| Q2 2017 | $1,312,000 | +2.7% | 40,095 | -1.3% | 0.23% | +0.4% |
| Q1 2017 | $1,277,000 | -3.2% | 40,605 | -9.0% | 0.23% | -7.3% |
| Q4 2016 | $1,319,000 | -8.8% | 44,628 | -7.5% | 0.25% | -11.2% |
| Q3 2016 | $1,447,000 | +0.8% | 48,262 | -3.8% | 0.28% | -3.5% |
| Q2 2016 | $1,436,000 | -8.7% | 50,146 | -7.6% | 0.29% | -11.4% |
| Q1 2016 | $1,573,000 | -2.4% | 54,268 | -3.3% | 0.32% | -6.6% |
| Q4 2015 | $1,612,000 | -47.6% | 56,139 | -48.7% | 0.35% | -50.0% |
| Q3 2015 | $3,077,000 | -14.5% | 109,387 | -1.7% | 0.70% | -8.8% |
| Q2 2015 | $3,598,000 | -13.4% | 111,290 | -9.9% | 0.76% | -17.9% |
| Q1 2015 | $4,156,000 | +0.7% | 123,537 | +0.9% | 0.93% | -3.0% |
| Q4 2014 | $4,127,000 | -26.0% | 122,491 | -21.4% | 0.96% | -29.2% |
| Q3 2014 | $5,578,000 | +6.8% | 155,866 | +19.0% | 1.35% | -4.2% |
| Q2 2014 | $5,224,000 | +2.9% | 130,965 | -0.3% | 1.41% | +10.5% |
| Q1 2014 | $5,077,000 | +14.3% | 131,398 | +12.3% | 1.28% | +9.9% |
| Q4 2013 | $4,440,000 | +27.4% | 117,037 | +21.8% | 1.16% | +13.0% |
| Q3 2013 | $3,485,000 | +25.6% | 96,124 | +10.3% | 1.03% | +7.0% |
| Q2 2013 | $2,774,000 | – | 87,149 | – | 0.96% | – |
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% |