ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 413 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.02 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,816,730 | -3.5% | 229,005 | -0.0% | 0.95% | -3.1% |
| Q2 2023 | $6,030,573 | -7.6% | 229,038 | -3.6% | 0.98% | -8.8% |
| Q1 2023 | $6,528,498 | +37.4% | 237,486 | +35.8% | 1.08% | +36.4% |
| Q4 2022 | $4,750,163 | -10.1% | 174,896 | -25.4% | 0.79% | -15.7% |
| Q3 2022 | $5,281,000 | -19.0% | 234,403 | -2.4% | 0.94% | -16.7% |
| Q2 2022 | $6,520,000 | -15.3% | 240,062 | -1.0% | 1.12% | -6.8% |
| Q1 2022 | $7,701,000 | +8.8% | 242,466 | +6.8% | 1.21% | +9.4% |
| Q4 2021 | $7,078,000 | -0.3% | 227,001 | -2.8% | 1.10% | -3.0% |
| Q3 2021 | $7,101,000 | -6.8% | 233,425 | -0.7% | 1.14% | -9.6% |
| Q2 2021 | $7,619,000 | -1.5% | 235,162 | -4.3% | 1.26% | -16.1% |
| Q1 2021 | $7,734,000 | -18.7% | 245,692 | -23.9% | 1.50% | -25.0% |
| Q4 2020 | $9,510,000 | +30.5% | 322,685 | +10.4% | 2.00% | +17.8% |
| Q3 2020 | $7,285,000 | +74.5% | 292,204 | +75.8% | 1.70% | +96.0% |
| Q2 2020 | $4,175,000 | +9.2% | 166,219 | -1.8% | 0.86% | -1.8% |
| Q1 2020 | $3,825,000 | +203.8% | 169,257 | +351.4% | 0.88% | +231.2% |
| Q4 2019 | $1,259,000 | – | 37,494 | – | 0.27% | – |
Download | ||||||
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% |