ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 434 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| 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% |