ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 446 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,535,900 | -5.2% | 91,648 | -3.9% | 0.54% | -3.0% |
| Q1 2024 | $2,673,894 | +8.3% | 95,360 | +8.1% | 0.56% | +0.2% |
| Q4 2023 | $2,469,754 | -4.1% | 88,237 | -13.0% | 0.56% | -15.3% |
| Q3 2023 | $2,576,449 | -2.2% | 101,435 | +1.4% | 0.66% | +0.2% |
| Q2 2023 | $2,633,922 | -1.5% | 100,035 | +2.8% | 0.66% | -7.6% |
| Q1 2023 | $2,675,272 | +57.6% | 97,318 | +55.7% | 0.71% | +46.9% |
| Q4 2022 | $1,697,256 | +8.7% | 62,491 | -9.8% | 0.48% | +1.7% |
| Q3 2022 | $1,561,000 | -17.8% | 69,272 | -0.9% | 0.48% | -13.9% |
| Q2 2022 | $1,899,000 | -15.6% | 69,931 | -1.2% | 0.55% | -7.5% |
| Q1 2022 | $2,249,000 | +4.3% | 70,814 | +2.4% | 0.60% | +6.8% |
| Q4 2021 | $2,157,000 | +273.2% | 69,171 | +264.3% | 0.56% | +243.6% |
| Q3 2021 | $578,000 | +2.3% | 18,989 | +8.8% | 0.16% | -14.7% |
| Q2 2021 | $565,000 | +9.7% | 17,448 | +6.6% | 0.19% | -0.5% |
| Q1 2021 | $515,000 | – | 16,364 | – | 0.19% | – |
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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% |