ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 255 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is 2.49 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $331,739 | -12.0% | 13,061 | -8.7% | 0.04% | -11.8% |
| Q2 2023 | $376,797 | -1.6% | 14,310 | +2.7% | 0.05% | -8.9% |
| Q1 2023 | $382,994 | +9474.8% | 13,932 | +10957.1% | 0.06% | +2700.0% |
| Q4 2015 | $4,000 | -80.0% | 126 | -82.6% | 0.00% | -84.6% |
| Q3 2015 | $20,000 | -13.0% | 723 | 0.0% | 0.01% | -7.1% |
| Q2 2015 | $23,000 | -32.4% | 723 | -27.8% | 0.01% | -33.3% |
| Q1 2015 | $34,000 | 0.0% | 1,001 | +0.6% | 0.02% | -8.7% |
| Q4 2014 | $34,000 | -27.7% | 995 | -23.4% | 0.02% | -30.3% |
| Q3 2014 | $47,000 | -7.8% | 1,299 | +2.0% | 0.03% | -2.9% |
| Q2 2014 | $51,000 | +4.1% | 1,274 | +1.0% | 0.03% | -2.9% |
| Q1 2014 | $49,000 | – | 1,262 | – | 0.04% | – |
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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% |