ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 416 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.18 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $863,857 | +8.7% | 30,863 | -1.4% | 0.08% | -6.0% |
| Q3 2023 | $794,763 | +1.0% | 31,290 | +4.7% | 0.08% | 0.0% |
| Q2 2023 | $786,708 | +18.1% | 29,879 | +23.3% | 0.08% | +10.5% |
| Q1 2023 | $666,415 | +4.3% | 24,242 | +3.1% | 0.08% | +5.6% |
| Q4 2022 | $638,813 | +41.6% | 23,520 | +17.5% | 0.07% | +12.5% |
| Q3 2022 | $451,000 | -5.6% | 20,017 | +13.7% | 0.06% | 0.0% |
| Q2 2022 | $478,000 | -13.9% | 17,599 | +0.8% | 0.06% | -1.5% |
| Q1 2022 | $555,000 | +0.4% | 17,466 | -1.5% | 0.06% | 0.0% |
| Q4 2021 | $553,000 | +2.8% | 17,728 | +0.2% | 0.06% | -8.5% |
| Q3 2021 | $538,000 | -5.1% | 17,700 | +1.2% | 0.07% | -6.6% |
| Q2 2021 | $567,000 | +5.2% | 17,485 | +2.1% | 0.08% | 0.0% |
| Q1 2021 | $539,000 | -15.9% | 17,133 | -21.3% | 0.08% | -20.8% |
| Q4 2020 | $641,000 | +17.6% | 21,766 | -0.4% | 0.10% | +5.5% |
| Q3 2020 | $545,000 | -12.1% | 21,846 | -8.8% | 0.09% | -13.3% |
| Q2 2020 | $620,000 | +29.4% | 23,963 | +13.2% | 0.10% | -3.7% |
| Q1 2020 | $479,000 | -43.0% | 21,177 | -15.5% | 0.11% | -23.2% |
| Q4 2019 | $841,000 | +20.7% | 25,048 | +10.4% | 0.14% | +10.1% |
| Q3 2019 | $697,000 | -6.7% | 22,682 | -6.7% | 0.13% | -12.8% |
| Q2 2019 | $747,000 | -10.6% | 24,316 | -10.3% | 0.15% | -16.9% |
| Q1 2019 | $836,000 | +23.3% | 27,102 | +14.8% | 0.18% | +17.1% |
| Q4 2018 | $678,000 | -2.7% | 23,605 | +5.5% | 0.15% | -10.1% |
| Q3 2018 | $697,000 | +8.6% | 22,365 | +11.6% | 0.17% | +2.4% |
| Q2 2018 | $642,000 | -17.9% | 20,045 | -15.4% | 0.16% | -14.9% |
| Q1 2018 | $782,000 | +8.5% | 23,681 | +11.0% | 0.19% | +10.9% |
| Q4 2017 | $721,000 | -0.3% | 21,325 | -0.4% | 0.18% | -19.7% |
| Q3 2017 | $723,000 | -19.8% | 21,417 | -22.4% | 0.22% | -20.7% |
| Q2 2017 | $902,000 | +1.7% | 27,587 | -2.2% | 0.28% | -2.1% |
| Q1 2017 | $887,000 | +2.1% | 28,211 | -4.1% | 0.28% | -2.8% |
| Q4 2016 | $869,000 | -8.0% | 29,421 | -6.7% | 0.29% | -14.2% |
| Q3 2016 | $945,000 | -20.9% | 31,534 | -24.5% | 0.34% | -24.6% |
| Q2 2016 | $1,195,000 | 0.0% | 41,740 | +1.3% | 0.45% | -4.7% |
| Q1 2016 | $1,195,000 | +64.6% | 41,218 | +63.0% | 0.47% | +69.3% |
| Q4 2015 | $726,000 | -7.3% | 25,290 | -9.2% | 0.28% | -9.5% |
| Q3 2015 | $783,000 | -14.1% | 27,860 | -1.2% | 0.31% | -18.8% |
| Q2 2015 | $911,000 | +5.7% | 28,185 | +9.9% | 0.38% | +10.9% |
| Q1 2015 | $862,000 | – | 25,650 | – | 0.34% | – |
Download | ||||||
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% |