ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 449 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $375,462 | -8.5% | 15,300 | -1.0% | 0.02% | -4.8% |
| Q2 2023 | $410,507 | -5.6% | 15,450 | 0.0% | 0.02% | -16.0% |
| Q1 2023 | $434,918 | -9.3% | 15,450 | -7.6% | 0.02% | -13.8% |
| Q4 2022 | $479,448 | +11.2% | 16,723 | -4.8% | 0.03% | -6.5% |
| Q3 2022 | $431,000 | -16.0% | 17,561 | -5.3% | 0.03% | -16.2% |
| Q2 2022 | $513,000 | -10.8% | 18,553 | -3.5% | 0.04% | -15.9% |
| Q1 2022 | $575,000 | -48.2% | 19,219 | -43.2% | 0.04% | -44.3% |
| Q4 2021 | $1,110,000 | +5.3% | 33,821 | 0.0% | 0.08% | +6.8% |
| Q3 2021 | $1,054,000 | -52.6% | 33,821 | -50.6% | 0.07% | -10.8% |
| Q2 2021 | $2,222,000 | +131.5% | 68,530 | +132.6% | 0.08% | +5.1% |
| Q1 2021 | $960,000 | – | 29,457 | – | 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% |