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 | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $1,937,000 | -47.2% | 59,189 | -48.6% | 1.12% | +14.6% |
| Q1 2017 | $3,668,000 | +5.3% | 115,152 | -2.3% | 0.97% | -3.7% |
| Q4 2016 | $3,484,000 | +123.6% | 117,884 | +120.8% | 1.01% | +7.2% |
| Q3 2016 | $1,558,000 | +35.6% | 53,390 | +39.8% | 0.94% | +36.5% |
| Q2 2016 | $1,149,000 | -45.0% | 38,194 | -47.0% | 0.69% | -0.6% |
| Q1 2016 | $2,088,000 | +110.3% | 72,004 | +108.2% | 0.70% | +1.9% |
| Q4 2015 | $993,000 | – | 34,588 | – | 0.68% | – |
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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% |