ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 355 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.63 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $370,595 | -1.4% | 14,075 | +2.9% | 0.04% | -5.1% |
| Q1 2023 | $376,036 | -6.5% | 13,679 | -7.7% | 0.04% | -11.4% |
| Q4 2022 | $402,375 | +28.1% | 14,815 | +6.2% | 0.04% | +15.8% |
| Q3 2022 | $314,000 | +10.6% | 13,945 | +33.4% | 0.04% | +15.2% |
| Q2 2022 | $284,000 | -17.4% | 10,454 | -3.6% | 0.03% | -10.8% |
| Q1 2022 | $344,000 | -50.3% | 10,843 | -50.7% | 0.04% | -58.4% |
| Q1 2021 | $692,000 | -3.1% | 21,979 | -9.2% | 0.09% | -11.0% |
| Q4 2020 | $714,000 | -7.3% | 24,215 | -21.6% | 0.10% | -18.0% |
| Q3 2020 | $770,000 | -6.7% | 30,898 | -6.0% | 0.12% | -13.5% |
| Q2 2020 | $825,000 | +10.4% | 32,860 | -0.6% | 0.14% | -7.8% |
| Q1 2020 | $747,000 | -7.5% | 33,068 | +37.4% | 0.15% | +6.2% |
| Q4 2019 | $808,000 | +11.8% | 24,063 | +2.3% | 0.14% | +0.7% |
| Q3 2019 | $723,000 | -12.4% | 23,526 | -12.4% | 0.14% | -12.3% |
| Q2 2019 | $825,000 | +5.9% | 26,864 | +6.4% | 0.16% | +2.5% |
| Q1 2019 | $779,000 | +10.5% | 25,255 | +2.9% | 0.16% | -3.6% |
| Q4 2018 | $705,000 | +23.7% | 24,544 | +40.4% | 0.16% | +34.1% |
| Q3 2018 | $570,000 | +9.6% | 17,478 | +7.6% | 0.12% | +6.0% |
| Q2 2018 | $520,000 | -4.8% | 16,239 | -1.8% | 0.12% | -22.1% |
| Q1 2018 | $546,000 | +1.3% | 16,531 | +3.6% | 0.15% | +16.4% |
| Q4 2017 | $539,000 | +149.5% | 15,950 | +148.8% | 0.13% | +137.0% |
| Q3 2017 | $216,000 | – | 6,411 | – | 0.05% | – |
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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% |