ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 387 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.11 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $591,765 | -3.5% | 23,299 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $613,424 | +43.0% | 23,299 | +49.3% | 0.02% | +27.8% |
| Q1 2023 | $429,023 | +70.5% | 15,607 | +68.4% | 0.02% | +38.5% |
| Q4 2022 | $251,665 | -1.3% | 9,266 | +15.3% | 0.01% | +18.2% |
| Q1 2022 | $255,000 | -21.1% | 8,038 | -22.3% | 0.01% | -21.4% |
| Q4 2021 | $323,000 | +2.5% | 10,342 | 0.0% | 0.01% | -12.5% |
| Q3 2021 | $315,000 | -6.0% | 10,342 | 0.0% | 0.02% | -5.9% |
| Q2 2021 | $335,000 | +2.8% | 10,342 | 0.0% | 0.02% | -10.5% |
| Q1 2021 | $326,000 | -2.1% | 10,342 | -8.5% | 0.02% | -17.4% |
| Q4 2020 | $333,000 | +108.1% | 11,304 | +76.3% | 0.02% | -62.3% |
| Q3 2020 | $160,000 | -73.5% | 6,410 | -73.3% | 0.06% | +13.0% |
| Q2 2020 | $604,000 | +56.9% | 24,042 | +41.2% | 0.05% | +31.7% |
| Q1 2020 | $385,000 | -43.1% | 17,023 | -15.6% | 0.04% | -21.2% |
| Q4 2019 | $677,000 | +92.3% | 20,171 | +76.2% | 0.05% | +44.4% |
| Q3 2019 | $352,000 | -39.9% | 11,445 | -39.7% | 0.04% | -45.5% |
| Q2 2019 | $586,000 | +51.4% | 18,974 | +54.3% | 0.07% | -48.0% |
| Q1 2019 | $387,000 | +18.3% | 12,299 | +8.0% | 0.13% | +92.4% |
| Q4 2018 | $327,000 | -21.6% | 11,391 | -12.4% | 0.07% | -15.4% |
| Q3 2018 | $417,000 | -0.5% | 13,004 | -0.4% | 0.08% | +36.8% |
| Q2 2018 | $419,000 | -21.8% | 13,054 | -19.6% | 0.06% | -24.0% |
| Q1 2018 | $536,000 | +17.8% | 16,239 | +20.3% | 0.08% | +8.7% |
| Q3 2017 | $455,000 | -3.8% | 13,495 | -6.7% | 0.07% | -9.2% |
| Q2 2017 | $473,000 | +5.3% | 14,460 | +1.1% | 0.08% | -6.2% |
| Q1 2017 | $449,000 | +8.2% | 14,297 | +2.4% | 0.08% | 0.0% |
| Q4 2016 | $415,000 | +3.2% | 13,957 | +4.0% | 0.08% | 0.0% |
| Q3 2016 | $402,000 | – | 13,416 | – | 0.08% | – |
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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% |