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 | $5,258,237 | -29.2% | 207,017 | -26.6% | 0.18% | -28.5% |
| Q2 2023 | $7,427,123 | +16.6% | 282,078 | +21.7% | 0.25% | +14.4% |
| Q1 2023 | $6,370,797 | +73.7% | 231,750 | +71.6% | 0.22% | +68.0% |
| Q4 2022 | $3,667,178 | +27.3% | 135,021 | +5.6% | 0.13% | +17.4% |
| Q3 2022 | $2,880,000 | +3.5% | 127,811 | +24.8% | 0.11% | +6.9% |
| Q2 2022 | $2,782,000 | +123.1% | 102,438 | +160.9% | 0.10% | +142.9% |
| Q1 2022 | $1,247,000 | +73.9% | 39,258 | +70.8% | 0.04% | +68.0% |
| Q4 2021 | $717,000 | +13.3% | 22,991 | +10.5% | 0.02% | 0.0% |
| Q3 2021 | $633,000 | +1.3% | 20,806 | +7.9% | 0.02% | 0.0% |
| Q2 2021 | $625,000 | – | 19,288 | – | 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% |