ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 414 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $176,756 | -1.3% | 6,388 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $179,120 | -8.2% | 6,388 | -8.4% | 0.00% | -20.0% |
| Q4 2023 | $195,090 | +10.2% | 6,970 | 0.0% | 0.01% | 0.0% |
| Q3 2023 | $177,038 | -3.5% | 6,970 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $183,520 | -9.0% | 6,970 | -5.0% | 0.01% | 0.0% |
| Q1 2023 | $201,639 | +1.2% | 7,335 | 0.0% | 0.01% | -16.7% |
| Q4 2022 | $199,219 | +42.3% | 7,335 | +18.3% | 0.01% | +50.0% |
| Q3 2022 | $140,000 | -16.7% | 6,201 | +0.5% | 0.00% | -20.0% |
| Q2 2022 | $168,000 | -14.3% | 6,173 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $196,000 | -1.5% | 6,173 | -3.4% | 0.01% | 0.0% |
| Q4 2021 | $199,000 | +5.9% | 6,391 | +3.5% | 0.01% | 0.0% |
| Q3 2021 | $188,000 | -6.0% | 6,173 | 0.0% | 0.01% | -16.7% |
| Q2 2021 | $200,000 | +4900.0% | 6,173 | +5362.8% | 0.01% | – |
| Q2 2017 | $4,000 | – | 113 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chicago Wealth Management, Inc. | 251,494 | $7,987,000 | 5.36% |
| Fountainhead AM, LLC | 328,156 | $10,422,000 | 4.63% |
| Kerntke Otto McGlone Wealth Management Group | 43,228 | $1,373,000 | 3.14% |
| Sterling Financial Planning, Inc. | 152,140 | $4,832,000 | 3.04% |
| First National Bank of Hutchinson | 163,677 | $5,199,000 | 3.03% |
| COWA, LLC | 173,456 | $5,512,000 | 2.74% |
| SUMMIT FINANCIAL GROUP, INC. | 210,315 | $7,696,000 | 2.61% |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 63,461 | $2,016,000 | 2.25% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $28,520,000 | 2.16% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 117,520 | $3,732,000 | 2.00% |