ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 387 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.11 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $34,000 | +17.2% | 1,168 | +0.8% | 0.01% | -14.3% |
| Q3 2020 | $29,000 | -3.3% | 1,159 | -3.1% | 0.01% | -12.5% |
| Q2 2020 | $30,000 | +15.4% | 1,196 | +65.2% | 0.01% | +14.3% |
| Q4 2019 | $26,000 | +85.7% | 724 | +74.0% | 0.01% | +75.0% |
| Q3 2019 | $14,000 | -12.5% | 416 | -17.5% | 0.00% | 0.0% |
| Q2 2019 | $16,000 | -99.8% | 504 | +159.8% | 0.00% | +100.0% |
| Q4 2017 | $6,556,000 | -61.2% | 194 | -61.2% | 0.00% | -66.7% |
| Q3 2017 | $16,880,000 | +4.6% | 500 | +1.4% | 0.01% | +50.0% |
| Q2 2017 | $16,131,000 | -27.2% | 493 | -30.0% | 0.00% | -42.9% |
| Q1 2017 | $22,148,000 | -16.6% | 704 | -21.6% | 0.01% | -12.5% |
| Q4 2016 | $26,546,000 | +49.5% | 898 | +58.7% | 0.01% | +166.7% |
| Q3 2016 | $17,752,000 | +111.6% | 566 | +92.5% | 0.00% | 0.0% |
| Q2 2016 | $8,390,000 | +63.2% | 294 | +83.8% | 0.00% | +200.0% |
| Q2 2015 | $5,142,000 | – | 160 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Eagle Bluffs Wealth Management LLC | 348,672 | $9,033,491 | 6.94% |
| FORTE ASSET MANAGEMENT LLC | 335,587 | $8,694,538 | 5.84% |
| COWA, LLC | 305,044 | $7,749,557 | 5.23% |
| Gunma Bank,Ltd. | 246,000 | $6,248 | 4.55% |
| Johnson & White Wealth Management, LLC | 181,695 | $4,615 | 4.17% |
| Fountainhead AM, LLC | 470,482 | $11,950,230 | 4.16% |
| Operose Advisors LLC | 371,519 | $9,436,578 | 3.74% |
| GDS Wealth Management | 859,564 | $21,832,926 | 3.43% |
| Kerntke Otto McGlone Wealth Management Group | 127,836 | $3,247,059 | 3.35% |
| Key Bridge Compliance, LLC | 398,018 | $10,109,645 | 3.16% |