ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 408 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.02 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $291 | -26.0% | 11,457 | -23.2% | 0.04% | -23.7% |
| Q2 2023 | $393 | -16.7% | 14,918 | -13.2% | 0.06% | -24.4% |
| Q1 2023 | $472 | +1.3% | 17,183 | +0.1% | 0.08% | -3.7% |
| Q4 2022 | $466 | -99.9% | 17,160 | +0.3% | 0.08% | +8.0% |
| Q3 2022 | $386,000 | -24.5% | 17,111 | -9.0% | 0.08% | -21.9% |
| Q2 2022 | $511,000 | -15.0% | 18,803 | -0.7% | 0.10% | -4.0% |
| Q1 2022 | $601,000 | +0.5% | 18,927 | -1.3% | 0.10% | +4.2% |
| Q4 2021 | $598,000 | +0.2% | 19,176 | -2.3% | 0.10% | -10.3% |
| Q3 2021 | $597,000 | -7.3% | 19,631 | -1.3% | 0.11% | -7.8% |
| Q2 2021 | $644,000 | +20.1% | 19,880 | +16.7% | 0.12% | +18.4% |
| Q1 2021 | $536,000 | +4.1% | 17,032 | -2.4% | 0.10% | -14.0% |
| Q4 2020 | $515,000 | +4.3% | 17,459 | -11.9% | 0.11% | -7.3% |
| Q3 2020 | $494,000 | -18.8% | 19,814 | -18.1% | 0.12% | -23.1% |
| Q2 2020 | $608,000 | -26.8% | 24,205 | -34.2% | 0.16% | -38.7% |
| Q1 2020 | $831,000 | -37.0% | 36,781 | -6.5% | 0.26% | -22.6% |
| Q4 2019 | $1,320,000 | +9.3% | 39,318 | +0.0% | 0.34% | +0.9% |
| Q3 2019 | $1,208,000 | +0.1% | 39,301 | +0.0% | 0.33% | -2.1% |
| Q2 2019 | $1,207,000 | -3.2% | 39,287 | -2.8% | 0.34% | +1.2% |
| Q1 2019 | $1,247,000 | +3.9% | 40,411 | -3.3% | 0.34% | -4.8% |
| Q4 2018 | $1,200,000 | -5.1% | 41,785 | +7.8% | 0.35% | -0.8% |
| Q3 2018 | $1,265,000 | +10.6% | 38,762 | +8.6% | 0.36% | 0.0% |
| Q2 2018 | $1,144,000 | -1.2% | 35,698 | +1.8% | 0.36% | -4.8% |
| Q1 2018 | $1,158,000 | -1.1% | 35,069 | +1.2% | 0.38% | -2.8% |
| Q4 2017 | $1,171,000 | +16.6% | 34,652 | +16.5% | 0.39% | +9.7% |
| Q3 2017 | $1,004,000 | +15.3% | 29,732 | +11.7% | 0.35% | +10.0% |
| Q2 2017 | $871,000 | +15.7% | 26,628 | +11.3% | 0.32% | +10.3% |
| Q1 2017 | $753,000 | +18.8% | 23,925 | +11.5% | 0.29% | +10.7% |
| Q4 2016 | $634,000 | -0.6% | 21,456 | +0.9% | 0.26% | -6.8% |
| Q3 2016 | $638,000 | +1.1% | 21,271 | -3.4% | 0.28% | -5.1% |
| Q2 2016 | $631,000 | -1.1% | 22,022 | +0.0% | 0.30% | -6.9% |
| Q1 2016 | $638,000 | -4.8% | 22,013 | -5.6% | 0.32% | -8.9% |
| Q4 2015 | $670,000 | -53.6% | 23,327 | -54.6% | 0.35% | -56.2% |
| Q3 2015 | $1,444,000 | -27.8% | 51,330 | -17.0% | 0.80% | -23.2% |
| Q2 2015 | $2,000,000 | -6.8% | 61,852 | -3.1% | 1.04% | -6.9% |
| Q1 2015 | $2,147,000 | +4.9% | 63,817 | +5.0% | 1.11% | -0.2% |
| Q4 2014 | $2,047,000 | -6.1% | 60,762 | -0.3% | 1.12% | -10.1% |
| Q3 2014 | $2,180,000 | -8.7% | 60,924 | +1.8% | 1.24% | -7.4% |
| Q2 2014 | $2,388,000 | +8.7% | 59,871 | +5.3% | 1.34% | +3.6% |
| Q1 2014 | $2,197,000 | +23.8% | 56,863 | +28.4% | 1.29% | +9.6% |
| Q4 2013 | $1,775,000 | – | 44,297 | – | 1.18% | – |
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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% |