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 | $1,587,856 | -7.8% | 62,514 | -4.4% | 0.24% | -0.4% |
| Q2 2023 | $1,722,482 | -21.6% | 65,419 | -18.2% | 0.24% | -27.0% |
| Q1 2023 | $2,197,303 | -4.6% | 79,931 | -5.8% | 0.33% | -7.2% |
| Q4 2022 | $2,304,200 | +189.1% | 84,838 | +139.8% | 0.36% | +169.9% |
| Q3 2022 | $797,000 | -19.2% | 35,386 | -2.5% | 0.13% | -17.4% |
| Q2 2022 | $986,000 | +69.4% | 36,306 | +98.2% | 0.16% | +98.8% |
| Q1 2022 | $582,000 | – | 18,322 | – | 0.08% | – |
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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% |