ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 439 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,085,515 | -11.6% | 111,511 | -10.4% | 0.14% | +34.6% |
| Q1 2024 | $3,489,427 | +33.9% | 124,445 | +33.7% | 0.10% | +25.3% |
| Q4 2023 | $2,606,157 | -50.4% | 93,110 | -55.0% | 0.08% | -52.8% |
| 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. | 251,494 | $7,987,000 | 5.36% |
| Fountainhead AM, LLC | 328,156 | $10,422,000 | 4.63% |
| Kerntke Otto McGlone Wealth Management Group | 43,228 | $1,373,000 | 3.14% |
| Sterling Financial Planning, Inc. | 152,140 | $4,832,000 | 3.04% |
| First National Bank of Hutchinson | 163,677 | $5,199,000 | 3.03% |
| COWA, LLC | 173,456 | $5,512,000 | 2.74% |
| SUMMIT FINANCIAL GROUP, INC. | 210,315 | $7,696,000 | 2.61% |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 63,461 | $2,016,000 | 2.25% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $28,520,000 | 2.16% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 117,520 | $3,732,000 | 2.00% |