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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $37,002 | +1.2% | 1,346 | 0.0% | 0.04% | +85.0% |
| Q4 2022 | $36,557 | +21.9% | 1,346 | 0.0% | 0.02% | -23.1% |
| Q3 2022 | $30,000 | -18.9% | 1,346 | 0.0% | 0.03% | -18.8% |
| Q2 2022 | $37,000 | +76.2% | 1,346 | +104.6% | 0.03% | +255.6% |
| Q1 2022 | $21,000 | +250.0% | 658 | +239.2% | 0.01% | +200.0% |
| Q4 2021 | $6,000 | 0.0% | 194 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $6,000 | 0.0% | 194 | 0.0% | 0.00% | +50.0% |
| Q2 2021 | $6,000 | 0.0% | 194 | 0.0% | 0.00% | -93.5% |
| Q4 2020 | $6,000 | +20.0% | 194 | 0.0% | 0.03% | +416.7% |
| Q3 2020 | $5,000 | – | 194 | – | 0.01% | – |
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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% |