ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 449 filers reported holding ISHARES TR in Q1 2022. 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 | $1,535,337 | -0.7% | 60,446 | +2.9% | 0.01% | +9.1% |
| Q2 2023 | $1,546,618 | +128.7% | 58,739 | +138.8% | 0.01% | +57.1% |
| Q1 2023 | $676,301 | +204.6% | 24,602 | +244.6% | 0.01% | +250.0% |
| Q4 2021 | $222,000 | -48.1% | 7,139 | -52.1% | 0.00% | -95.2% |
| Q4 2018 | $428,000 | -9.3% | 14,907 | +4.3% | 0.04% | -8.7% |
| Q3 2018 | $472,000 | +9.5% | 14,298 | +6.1% | 0.05% | -8.0% |
| Q2 2018 | $431,000 | +4.4% | 13,470 | +7.6% | 0.05% | -10.7% |
| Q1 2018 | $413,000 | +20.8% | 12,515 | +23.6% | 0.06% | +14.3% |
| Q4 2017 | $342,000 | +4.3% | 10,124 | +3.1% | 0.05% | -5.8% |
| Q3 2017 | $328,000 | +22.8% | 9,823 | +20.4% | 0.05% | -5.5% |
| Q2 2017 | $267,000 | – | 8,161 | – | 0.06% | – |
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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% |