ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 434 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $252,603 | -3.5% | 9,945 | 0.0% | 0.03% | -3.0% |
| Q2 2023 | $261,852 | -4.2% | 9,945 | 0.0% | 0.03% | -5.7% |
| Q1 2023 | $273,389 | +1.2% | 9,945 | 0.0% | 0.04% | -5.4% |
| Q4 2022 | $270,106 | +20.6% | 9,945 | 0.0% | 0.04% | +2.8% |
| Q3 2022 | $224,000 | -12.2% | 9,945 | +5.8% | 0.04% | -7.7% |
| Q2 2022 | $255,000 | -14.4% | 9,396 | 0.0% | 0.04% | -13.3% |
| Q1 2022 | $298,000 | +1.7% | 9,396 | 0.0% | 0.04% | +4.7% |
| Q4 2021 | $293,000 | +2.4% | 9,396 | 0.0% | 0.04% | -2.3% |
| Q3 2021 | $286,000 | -5.9% | 9,396 | 0.0% | 0.04% | -13.7% |
| Q2 2021 | $304,000 | +2.7% | 9,396 | 0.0% | 0.05% | -59.5% |
| Q1 2021 | $296,000 | +6.9% | 9,396 | 0.0% | 0.13% | +1.6% |
| Q4 2020 | $277,000 | +18.4% | 9,396 | 0.0% | 0.12% | +34.8% |
| Q3 2020 | $234,000 | -0.8% | 9,396 | 0.0% | 0.09% | -8.9% |
| Q2 2020 | $236,000 | +4620.0% | 9,396 | +4094.6% | 0.10% | +4950.0% |
| Q1 2020 | $5,000 | -37.5% | 224 | 0.0% | 0.00% | -33.3% |
| Q4 2019 | $8,000 | -27.3% | 224 | -34.9% | 0.00% | -40.0% |
| Q3 2019 | $11,000 | 0.0% | 344 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $11,000 | +37.5% | 344 | +25.5% | 0.01% | +25.0% |
| Q1 2019 | $8,000 | -65.2% | 274 | -66.3% | 0.00% | -63.6% |
| Q4 2018 | $23,000 | -80.8% | 813 | -78.0% | 0.01% | -78.0% |
| Q3 2018 | $120,000 | +1.7% | 3,688 | 0.0% | 0.05% | -3.8% |
| Q2 2018 | $118,000 | -3.3% | 3,688 | 0.0% | 0.05% | -8.8% |
| Q1 2018 | $122,000 | +24.5% | 3,688 | +26.6% | 0.06% | +32.6% |
| Q4 2017 | $98,000 | +16.7% | 2,912 | +16.9% | 0.04% | +4.9% |
| Q3 2017 | $84,000 | +2.4% | 2,492 | 0.0% | 0.04% | -2.4% |
| Q2 2017 | $82,000 | +182.8% | 2,492 | +169.4% | 0.04% | +180.0% |
| Q1 2017 | $29,000 | +7.4% | 925 | 0.0% | 0.02% | +7.1% |
| Q4 2016 | $27,000 | -30.8% | 925 | -29.0% | 0.01% | -33.3% |
| Q3 2016 | $39,000 | +14.7% | 1,303 | +10.8% | 0.02% | +10.5% |
| Q2 2016 | $34,000 | +17.2% | 1,176 | +17.0% | 0.02% | +18.8% |
| Q1 2016 | $29,000 | +383.3% | 1,005 | +385.5% | 0.02% | +433.3% |
| Q4 2015 | $6,000 | -90.5% | 207 | -90.7% | 0.00% | -92.1% |
| Q3 2015 | $63,000 | +3.3% | 2,237 | +18.5% | 0.04% | +8.6% |
| Q2 2015 | $61,000 | -3.2% | 1,887 | 0.0% | 0.04% | -12.5% |
| Q1 2015 | $63,000 | -1.6% | 1,887 | 0.0% | 0.04% | 0.0% |
| Q4 2014 | $64,000 | +6.7% | 1,887 | +12.3% | 0.04% | +5.3% |
| Q3 2014 | $60,000 | -10.4% | 1,680 | 0.0% | 0.04% | -5.0% |
| Q2 2014 | $67,000 | +204.5% | 1,680 | +189.7% | 0.04% | +185.7% |
| Q1 2014 | $22,000 | 0.0% | 580 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $22,000 | +633.3% | 580 | +673.3% | 0.01% | +600.0% |
| Q3 2013 | $3,000 | +50.0% | 75 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $2,000 | – | 75 | – | 0.00% | – |
Download | ||||||
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% |