ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 434 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $222,250 | -3.5% | 8,750 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $230,388 | -4.2% | 8,750 | 0.0% | 0.02% | -6.2% |
| Q1 2023 | $240,538 | +1.2% | 8,750 | 0.0% | 0.02% | -5.9% |
| Q4 2022 | $237,650 | -10.3% | 8,750 | -10.3% | 0.02% | -10.5% |
| Q2 2022 | $265,000 | -83.3% | 9,750 | -80.5% | 0.02% | -82.2% |
| Q1 2022 | $1,588,000 | +2.5% | 49,987 | +0.6% | 0.11% | -13.7% |
| Q4 2021 | $1,549,000 | +160.8% | 49,693 | +154.3% | 0.12% | +138.5% |
| Q3 2021 | $594,000 | -41.0% | 19,542 | -37.1% | 0.05% | -41.6% |
| Q2 2021 | $1,006,000 | -38.2% | 31,048 | -39.9% | 0.09% | -45.1% |
| Q1 2021 | $1,627,000 | -10.8% | 51,681 | -16.4% | 0.16% | -23.9% |
| Q4 2020 | $1,823,000 | +5.6% | 61,850 | -10.7% | 0.21% | -7.4% |
| Q3 2020 | $1,727,000 | -3.9% | 69,275 | -3.2% | 0.23% | -11.2% |
| Q2 2020 | $1,798,000 | +280.1% | 71,564 | +242.1% | 0.26% | +245.3% |
| Q1 2020 | $473,000 | +118.0% | 20,919 | +218.0% | 0.08% | +108.3% |
| Q1 2018 | $217,000 | -1.4% | 6,578 | +1.2% | 0.04% | -47.1% |
| Q4 2017 | $220,000 | – | 6,497 | – | 0.07% | – |
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% |