ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 410 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,631,052 | -80.6% | 142,590 | -79.9% | 0.02% | -75.3% |
| Q2 2023 | $18,701,982 | -0.0% | 710,292 | +4.4% | 0.07% | +65.9% |
| Q1 2023 | $18,704,900 | +643.6% | 680,426 | +634.7% | 0.04% | +175.0% |
| Q4 2022 | $2,515,395 | +35.5% | 92,614 | +12.5% | 0.02% | -27.3% |
| Q3 2022 | $1,856,000 | -17.0% | 82,346 | 0.0% | 0.02% | -12.0% |
| Q2 2022 | $2,236,000 | +14806.7% | 82,346 | +2.8% | 0.02% | – |
| Q1 2022 | $15,000 | -82.1% | 80,096 | -3.0% | 0.00% | -100.0% |
| Q4 2021 | $84,000 | – | 82,534 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chicago Wealth Management, Inc. | 256,248 | $7,990,000 | 5.36% |
| Fountainhead AM, LLC | 324,535 | $10,119,000 | 4.40% |
| First National Bank of Hutchinson | 181,071 | $5,646,000 | 3.22% |
| Berkeley Capital Partners, LLC | 217,717 | $6,788,000 | 2.79% |
| Gunma Bank,Ltd. | 100,000 | $3,118,000 | 2.73% |
| COWA, LLC | 170,163 | $5,306,000 | 2.67% |
| Sterling Financial Planning, Inc. | 135,848 | $4,236,000 | 2.65% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $28,000,000 | 2.07% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 117,228 | $3,655,000 | 1.95% |
| AGILIS PARTNERS LLC | 121,247 | $3,780,000 | 1.89% |