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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $52,857 | -3.5% | 2,081 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $54,793 | -4.2% | 2,081 | 0.0% | 0.02% | -8.7% |
| Q1 2023 | $57,207 | +1.2% | 2,081 | 0.0% | 0.02% | -17.9% |
| Q4 2022 | $56,520 | +20.3% | 2,081 | 0.0% | 0.03% | +21.7% |
| Q3 2022 | $47,000 | -17.5% | 2,081 | 0.0% | 0.02% | -11.5% |
| Q2 2022 | $57,000 | -13.6% | 2,081 | 0.0% | 0.03% | -3.7% |
| Q1 2022 | $66,000 | +1.5% | 2,081 | 0.0% | 0.03% | +3.8% |
| Q4 2021 | $65,000 | +3.2% | 2,081 | 0.0% | 0.03% | -7.1% |
| Q3 2021 | $63,000 | -6.0% | 2,081 | 0.0% | 0.03% | -6.7% |
| Q2 2021 | $67,000 | +1.5% | 2,081 | 0.0% | 0.03% | -9.1% |
| Q1 2021 | $66,000 | +8.2% | 2,081 | 0.0% | 0.03% | 0.0% |
| Q4 2020 | $61,000 | +17.3% | 2,081 | 0.0% | 0.03% | +3.1% |
| Q3 2020 | $52,000 | 0.0% | 2,081 | 0.0% | 0.03% | -8.6% |
| Q2 2020 | $52,000 | +10.6% | 2,081 | 0.0% | 0.04% | +9.4% |
| Q1 2020 | $47,000 | +176.5% | 2,081 | +301.7% | 0.03% | +220.0% |
| Q4 2019 | $17,000 | – | 518 | – | 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% |