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 2017 | $2,357,000 | -2.2% | 69,740 | -2.3% | 4.86% | +4.5% |
| Q3 2017 | $2,411,000 | +0.8% | 71,417 | -2.3% | 4.65% | +10.0% |
| Q2 2017 | $2,393,000 | -13.6% | 73,131 | -17.0% | 4.23% | +32.4% |
| Q1 2017 | $2,771,000 | +678.4% | 88,069 | +630.4% | 3.20% | +1057.6% |
| Q4 2016 | $356,000 | -98.3% | 12,058 | -98.3% | 0.28% | -97.9% |
| Q3 2016 | $20,766,000 | -8.1% | 692,661 | -12.3% | 13.07% | +1.7% |
| Q2 2016 | $22,604,000 | – | 789,515 | – | 12.85% | – |
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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% |