ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 427 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,262,055 | -0.8% | 89,057 | +2.8% | 0.07% | +1.4% |
| Q2 2023 | $2,280,717 | +15.7% | 86,620 | +20.8% | 0.07% | +7.8% |
| Q1 2023 | $1,971,446 | +30.7% | 71,715 | +29.2% | 0.06% | +23.1% |
| Q4 2022 | $1,508,104 | +20.6% | 55,527 | +0.1% | 0.05% | -10.3% |
| Q3 2022 | $1,250,000 | -12.1% | 55,488 | +6.0% | 0.06% | -13.4% |
| Q2 2022 | $1,422,000 | -24.1% | 52,363 | -11.2% | 0.07% | -16.2% |
| Q1 2022 | $1,873,000 | -9.7% | 58,980 | -11.4% | 0.08% | -1.2% |
| Q4 2021 | $2,075,000 | +1.4% | 66,549 | -1.1% | 0.08% | -18.2% |
| Q3 2021 | $2,047,000 | -1.4% | 67,277 | +4.9% | 0.10% | -10.0% |
| Q2 2021 | $2,077,000 | +10.7% | 64,112 | +7.6% | 0.11% | +2.8% |
| Q1 2021 | $1,876,000 | +18.4% | 59,597 | +10.8% | 0.11% | +10.3% |
| Q4 2020 | $1,585,000 | +366.2% | 53,781 | +294.4% | 0.10% | +304.2% |
| Q3 2020 | $340,000 | -17.7% | 13,635 | -3.5% | 0.02% | -82.1% |
| Q2 2016 | $413,000 | – | 14,136 | – | 0.13% | – |
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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% |