ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 434 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $279,496 | -44.5% | 11,004 | -42.5% | 0.16% | -41.2% |
| Q2 2023 | $503,804 | -31.3% | 19,134 | -28.3% | 0.27% | -38.5% |
| Q1 2023 | $733,154 | -17.6% | 26,670 | -18.6% | 0.44% | -21.4% |
| Q4 2022 | $889,618 | +5.8% | 32,755 | -12.3% | 0.56% | -8.9% |
| Q3 2022 | $841,000 | -10.3% | 37,346 | +8.1% | 0.62% | -6.7% |
| Q2 2022 | $938,000 | +14.3% | 34,543 | +33.7% | 0.66% | +32.7% |
| Q1 2022 | $821,000 | +13.6% | 25,836 | +11.4% | 0.50% | +14.7% |
| Q4 2021 | $723,000 | +13.7% | 23,200 | +10.9% | 0.43% | +4.8% |
| Q3 2021 | $636,000 | +5.5% | 20,924 | +12.4% | 0.41% | +5.9% |
| Q2 2021 | $603,000 | -14.0% | 18,620 | -16.4% | 0.39% | -16.8% |
| Q1 2021 | $701,000 | +10.4% | 22,278 | +3.4% | 0.47% | -1.5% |
| Q4 2020 | $635,000 | +45.0% | 21,540 | +22.6% | 0.48% | +22.0% |
| Q3 2020 | $438,000 | -14.1% | 17,572 | -13.5% | 0.39% | -26.8% |
| Q2 2020 | $510,000 | +25.9% | 20,303 | +13.1% | 0.53% | -1.5% |
| Q1 2020 | $405,000 | -33.8% | 17,952 | -1.6% | 0.54% | +5.4% |
| Q4 2019 | $612,000 | – | 18,245 | – | 0.51% | – |
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% |