ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 416 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.18 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2015 | $363,000 | -42.6% | 11,220 | -40.3% | 0.25% | -43.1% |
| Q1 2015 | $632,000 | +0.2% | 18,797 | +0.3% | 0.44% | -4.2% |
| Q4 2014 | $631,000 | -7.1% | 18,737 | -1.2% | 0.46% | -9.2% |
| Q3 2014 | $679,000 | -8.7% | 18,972 | +1.7% | 0.50% | -7.2% |
| Q2 2014 | $744,000 | +4.6% | 18,652 | +1.3% | 0.54% | -1.6% |
| Q1 2014 | $711,000 | -1.5% | 18,410 | -3.2% | 0.55% | -5.3% |
| Q4 2013 | $722,000 | +3.9% | 19,025 | -0.8% | 0.58% | -4.4% |
| Q3 2013 | $695,000 | +14.9% | 19,175 | +0.9% | 0.61% | +6.1% |
| Q2 2013 | $605,000 | – | 19,000 | – | 0.57% | – |
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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% |