ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 8 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $613,261 | +10.2% | 21,910 | 0.0% | 0.14% | +0.7% |
| Q3 2023 | $556,514 | -3.5% | 21,910 | 0.0% | 0.14% | 0.0% |
| Q2 2023 | $576,890 | -5.9% | 21,910 | -1.8% | 0.14% | -7.4% |
| Q1 2023 | $613,302 | +110604.3% | 22,310 | +9.3% | 0.15% | +7.2% |
| Q4 2022 | $554 | -99.9% | 20,410 | 0.0% | 0.14% | +21.9% |
| Q3 2022 | $460,000 | -17.0% | 20,410 | 0.0% | 0.11% | -11.6% |
| Q2 2022 | $554,000 | -16.2% | 20,410 | -1.9% | 0.13% | +5.7% |
| Q1 2022 | $661,000 | +0.9% | 20,810 | -1.0% | 0.12% | +5.2% |
| Q4 2021 | $655,000 | +2.5% | 21,010 | 0.0% | 0.12% | -3.3% |
| Q3 2021 | $639,000 | -9.4% | 21,010 | -3.4% | 0.12% | -9.1% |
| Q2 2021 | $705,000 | +9.0% | 21,750 | +5.8% | 0.13% | +2.3% |
| Q1 2021 | $647,000 | – | 20,550 | – | 0.13% | – |
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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% |