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 | $7,127 | -6.3% | 280,598 | -2.9% | 2.57% | -13.6% |
| Q2 2023 | $7,607 | +150.1% | 288,910 | +161.1% | 2.97% | +120.9% |
| Q1 2023 | $3,042 | +1.2% | 110,665 | 0.0% | 1.34% | -3.6% |
| Q4 2022 | $3,006 | -99.9% | 110,665 | -4.1% | 1.40% | -14.8% |
| Q3 2022 | $2,599,000 | -17.1% | 115,377 | 0.0% | 1.64% | -15.5% |
| Q2 2022 | $3,134,000 | -14.5% | 115,377 | 0.0% | 1.94% | +5.8% |
| Q1 2022 | $3,664,000 | -3.1% | 115,377 | -4.8% | 1.83% | -3.1% |
| Q4 2021 | $3,780,000 | +11.5% | 121,247 | +8.8% | 1.89% | +12.2% |
| Q3 2021 | $3,389,000 | -2.3% | 111,391 | +4.1% | 1.68% | -12.0% |
| Q2 2021 | $3,468,000 | +4.9% | 107,025 | +1.9% | 1.92% | +27.3% |
| Q1 2021 | $3,306,000 | +6.8% | 105,028 | 0.0% | 1.50% | +3.6% |
| Q4 2020 | $3,095,000 | +18.2% | 105,028 | 0.0% | 1.45% | +48.0% |
| Q3 2020 | $2,618,000 | -0.8% | 105,028 | 0.0% | 0.98% | -36.5% |
| Q2 2020 | $2,638,000 | +11.1% | 105,028 | 0.0% | 1.54% | -31.8% |
| Q1 2020 | $2,374,000 | -44.0% | 105,028 | -16.9% | 2.26% | +0.1% |
| Q4 2019 | $4,243,000 | +9.2% | 126,385 | 0.0% | 2.26% | -14.7% |
| Q3 2019 | $3,885,000 | +0.1% | 126,385 | 0.0% | 2.65% | -8.5% |
| Q2 2019 | $3,883,000 | +6.9% | 126,385 | +7.4% | 2.90% | -6.3% |
| Q1 2019 | $3,633,000 | +11.7% | 117,713 | +3.9% | 3.09% | -8.2% |
| Q4 2018 | $3,253,000 | – | 113,315 | – | 3.37% | – |
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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% |