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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $705,115 | -3.8% | 27,760 | -0.3% | 0.02% | -5.0% |
| Q2 2023 | $733,007 | -8.1% | 27,839 | -4.0% | 0.02% | -9.1% |
| Q1 2023 | $797,485 | +2.6% | 29,010 | +1.4% | 0.02% | -8.3% |
| Q4 2022 | $777,281 | +14.8% | 28,619 | -4.7% | 0.02% | 0.0% |
| Q3 2022 | $677,000 | -63.4% | 30,046 | -55.9% | 0.02% | -61.9% |
| Q2 2022 | $1,849,000 | -12.0% | 68,080 | +2.9% | 0.06% | +1.6% |
| Q1 2022 | $2,102,000 | +28.8% | 66,175 | +26.5% | 0.06% | +31.9% |
| Q4 2021 | $1,632,000 | +10.0% | 52,328 | +7.3% | 0.05% | 0.0% |
| Q3 2021 | $1,483,000 | -7.1% | 48,755 | -1.0% | 0.05% | -6.0% |
| Q2 2021 | $1,596,000 | +13.5% | 49,250 | +10.3% | 0.05% | -3.8% |
| Q1 2021 | $1,406,000 | +83.8% | 44,657 | +72.0% | 0.05% | +67.7% |
| Q4 2020 | $765,000 | +20.9% | 25,964 | +2.3% | 0.03% | +3.3% |
| Q3 2020 | $633,000 | +29.2% | 25,380 | +30.1% | 0.03% | +11.1% |
| Q2 2020 | $490,000 | +42.4% | 19,512 | +28.2% | 0.03% | +17.4% |
| Q1 2020 | $344,000 | -20.2% | 15,222 | +18.7% | 0.02% | 0.0% |
| Q4 2019 | $431,000 | -16.1% | 12,825 | -23.4% | 0.02% | -25.8% |
| Q3 2019 | $514,000 | 0.0% | 16,736 | 0.0% | 0.03% | -3.1% |
| Q2 2019 | $514,000 | +81.0% | 16,736 | +82.3% | 0.03% | +60.0% |
| Q1 2019 | $284,000 | +24.6% | 9,178 | +15.3% | 0.02% | 0.0% |
| Q4 2018 | $228,000 | -81.1% | 7,958 | -78.5% | 0.02% | -77.3% |
| Q3 2018 | $1,208,000 | +4.1% | 37,023 | +4.4% | 0.09% | 0.0% |
| Q2 2018 | $1,160,000 | -4.6% | 35,473 | -3.7% | 0.09% | -9.3% |
| Q1 2018 | $1,216,000 | +40.6% | 36,837 | +43.9% | 0.10% | +29.3% |
| Q4 2017 | $865,000 | +15.5% | 25,592 | +15.3% | 0.08% | -12.8% |
| Q3 2017 | $749,000 | -52.8% | 22,200 | -54.2% | 0.09% | -58.5% |
| Q2 2017 | $1,586,000 | +21.9% | 48,481 | +17.3% | 0.21% | +9.5% |
| Q1 2017 | $1,301,000 | +100.2% | 41,344 | +90.6% | 0.19% | +54.9% |
| Q3 2016 | $650,000 | +60.5% | 21,691 | +53.3% | 0.12% | +32.6% |
| Q2 2016 | $405,000 | +104.5% | 14,150 | +106.7% | 0.09% | +70.4% |
| Q1 2016 | $198,000 | +633.3% | 6,845 | +629.7% | 0.05% | +500.0% |
| Q4 2015 | $27,000 | +3.8% | 938 | 0.0% | 0.01% | +12.5% |
| Q3 2015 | $26,000 | -97.4% | 938 | -97.0% | 0.01% | -97.3% |
| Q2 2015 | $999,000 | +0.3% | 30,803 | +5.9% | 0.30% | +7.3% |
| Q1 2015 | $996,000 | +16.4% | 29,100 | +15.0% | 0.28% | +2.6% |
| Q4 2014 | $856,000 | +7.3% | 25,302 | +13.4% | 0.27% | -8.2% |
| Q3 2014 | $798,000 | +2318.2% | 22,305 | +2431.8% | 0.29% | +1617.6% |
| Q4 2013 | $33,000 | – | 881 | – | 0.02% | – |
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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% |