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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $552,983 | -3.5% | 21,771 | 0.0% | 0.12% | -4.6% |
| Q2 2023 | $573,230 | -4.2% | 21,771 | 0.0% | 0.13% | -13.8% |
| Q1 2023 | $598,485 | +58.5% | 21,771 | +56.6% | 0.15% | +23.6% |
| Q4 2022 | $377,551 | +20.6% | 13,901 | 0.0% | 0.12% | +16.0% |
| Q3 2022 | $313,000 | -17.2% | 13,901 | 0.0% | 0.11% | -13.8% |
| Q2 2022 | $378,000 | +17.8% | 13,901 | +37.6% | 0.12% | +30.9% |
| Q1 2022 | $321,000 | +19.8% | 10,101 | +17.4% | 0.09% | +22.1% |
| Q4 2021 | $268,000 | -49.1% | 8,601 | -50.4% | 0.08% | -55.2% |
| Q3 2021 | $527,000 | +88.9% | 17,326 | +101.4% | 0.17% | +84.9% |
| Q2 2021 | $279,000 | +3.0% | 8,601 | 0.0% | 0.09% | -13.9% |
| Q1 2021 | $271,000 | +16.3% | 8,601 | +8.9% | 0.11% | -5.3% |
| Q4 2020 | $233,000 | -24.8% | 7,901 | -35.9% | 0.11% | -40.0% |
| Q2 2020 | $310,000 | -21.7% | 12,329 | -29.7% | 0.19% | -34.9% |
| Q1 2020 | $396,000 | -32.3% | 17,537 | +0.6% | 0.29% | -7.0% |
| Q4 2019 | $585,000 | +24.5% | 17,427 | +13.9% | 0.31% | +19.4% |
| Q3 2019 | $470,000 | +6.1% | 15,294 | +6.0% | 0.26% | +2.7% |
| Q2 2019 | $443,000 | -0.4% | 14,435 | 0.0% | 0.26% | -12.0% |
| Q1 2019 | $445,000 | +44.5% | 14,435 | +34.5% | 0.29% | +33.5% |
| Q4 2018 | $308,000 | – | 10,735 | – | 0.22% | – |
Download | ||||||
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% |