ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 439 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.34 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,756,033 | -9.9% | 99,603 | -8.7% | 0.01% | -12.5% |
| Q1 2024 | $3,057,371 | -18.6% | 109,036 | -18.8% | 0.01% | -33.3% |
| Q4 2023 | $3,757,266 | +3.5% | 134,236 | -5.9% | 0.01% | -33.3% |
| 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. | 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% |