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 | $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 ↓ |
|---|---|---|---|
| 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% |