ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 387 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.11 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $106,397 | -49.1% | 4,041 | -46.9% | 0.02% | -37.5% |
| Q1 2023 | $209,113 | -80.7% | 7,607 | -79.8% | 0.02% | -68.4% |
| Q4 2022 | $1,083,478 | +25.0% | 37,686 | +31.1% | 0.08% | +26.7% |
| Q1 2022 | $867,000 | +12.2% | 28,748 | +19.4% | 0.06% | +17.6% |
| Q4 2021 | $773,000 | +10.4% | 24,073 | +6.0% | 0.05% | +8.5% |
| Q3 2021 | $700,000 | -18.8% | 22,718 | -13.4% | 0.05% | -23.0% |
| Q2 2021 | $862,000 | -2.8% | 26,240 | -4.0% | 0.06% | -11.6% |
| Q1 2021 | $887,000 | +6.1% | 27,326 | -1.7% | 0.07% | -2.8% |
| Q4 2020 | $836,000 | -16.3% | 27,793 | -24.8% | 0.07% | -26.8% |
| Q3 2020 | $999,000 | -6.7% | 36,941 | -7.9% | 0.10% | -12.6% |
| Q2 2020 | $1,071,000 | -16.0% | 40,131 | -28.8% | 0.11% | -32.7% |
| Q1 2020 | $1,275,000 | -53.3% | 56,383 | -29.7% | 0.16% | -48.8% |
| Q4 2019 | $2,731,000 | +10.3% | 80,192 | +4.7% | 0.32% | -5.0% |
| Q3 2019 | $2,477,000 | +48.3% | 76,571 | +35.1% | 0.34% | +35.1% |
| Q2 2019 | $1,670,000 | +11.7% | 56,694 | +16.3% | 0.25% | +7.7% |
| Q1 2019 | $1,495,000 | -0.3% | 48,762 | +1.0% | 0.23% | -3.3% |
| Q4 2018 | $1,500,000 | -10.6% | 48,286 | -12.4% | 0.24% | -21.2% |
| Q3 2018 | $1,678,000 | +2.4% | 55,115 | +7.8% | 0.31% | -8.9% |
| Q2 2018 | $1,639,000 | +22.2% | 51,137 | +25.9% | 0.34% | +14.3% |
| Q1 2018 | $1,341,000 | +15.0% | 40,631 | +17.7% | 0.29% | -5.8% |
| Q4 2017 | $1,166,000 | -21.2% | 34,508 | -21.3% | 0.31% | -24.8% |
| Q3 2017 | $1,480,000 | +20.6% | 43,826 | +16.9% | 0.42% | +17.9% |
| Q2 2017 | $1,227,000 | -91.8% | 37,495 | +7744.1% | 0.35% | +576.9% |
| Q1 2017 | $14,880,000 | -97.3% | 478 | -97.4% | 0.05% | -70.6% |
| Q3 2016 | $543,510,000 | +146.4% | 18,232 | +24.9% | 0.18% | +532.1% |
| Q2 2016 | $220,542,000 | – | 14,592 | – | 0.03% | – |
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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% |