ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 434 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| 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% |