ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 442 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,004,317 | -20.8% | 39,540 | -15.3% | 0.22% | -26.6% |
| Q2 2023 | $1,267,992 | 0.0% | 46,686 | 0.0% | 0.30% | -1.0% |
| Q1 2023 | $1,267,992 | 0.0% | 46,686 | 0.0% | 0.31% | +0.3% |
| Q4 2022 | $1,267,992 | +11.7% | 46,686 | -4.2% | 0.31% | +4.4% |
| Q3 2022 | $1,135,000 | -14.7% | 48,754 | -2.2% | 0.29% | -12.0% |
| Q2 2022 | $1,330,000 | -26.6% | 49,853 | -12.7% | 0.33% | -20.0% |
| Q1 2022 | $1,813,000 | +21.4% | 57,106 | +19.2% | 0.42% | +16.5% |
| Q4 2021 | $1,494,000 | -27.0% | 47,926 | -28.8% | 0.36% | -33.8% |
| Q3 2021 | $2,047,000 | -15.6% | 67,302 | -10.0% | 0.54% | -15.3% |
| Q2 2021 | $2,424,000 | -32.4% | 74,806 | -34.4% | 0.64% | -38.6% |
| Q1 2021 | $3,588,000 | +0.3% | 113,988 | -6.1% | 1.04% | -9.0% |
| Q4 2020 | $3,579,000 | +8.6% | 121,455 | -8.1% | 1.14% | +76.8% |
| Q3 2020 | $3,296,000 | -7.2% | 132,228 | -6.5% | 0.64% | -52.1% |
| Q2 2020 | $3,552,000 | +11.3% | 141,417 | +0.2% | 1.34% | -13.0% |
| Q1 2020 | $3,190,000 | +5.8% | 141,147 | +57.2% | 1.54% | +26.7% |
| Q4 2019 | $3,014,000 | +252.5% | 89,785 | +222.7% | 1.22% | +317.5% |
| Q3 2019 | $855,000 | +871.6% | 27,826 | +874.0% | 0.29% | +734.3% |
| Q2 2019 | $88,000 | -17.0% | 2,857 | -17.1% | 0.04% | -20.5% |
| Q1 2019 | $106,000 | +11.6% | 3,447 | +3.7% | 0.04% | -6.4% |
| Q4 2018 | $95,000 | – | 3,323 | – | 0.05% | – |
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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% |