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 | $21,222,263 | +22.5% | 835,287 | +26.8% | 0.03% | 0.0% |
| Q2 2023 | $17,322,751 | -0.4% | 658,885 | +4.3% | 0.03% | -6.1% |
| Q1 2023 | $17,395,901 | -16.6% | 631,724 | -17.7% | 0.03% | -21.4% |
| Q4 2022 | $20,850,916 | +51.9% | 767,509 | +26.0% | 0.04% | +35.5% |
| Q3 2022 | $13,730,000 | -15.8% | 609,233 | +1.5% | 0.03% | -13.9% |
| Q2 2022 | $16,311,000 | -21.8% | 600,309 | +9.9% | 0.04% | -10.0% |
| Q1 2022 | $20,855,000 | +57.9% | 546,085 | +29.1% | 0.04% | +60.0% |
| Q4 2021 | $13,205,000 | +4.8% | 423,132 | +2.3% | 0.02% | -3.8% |
| Q3 2021 | $12,595,000 | +2.0% | 413,805 | +8.6% | 0.03% | -3.7% |
| Q2 2021 | $12,348,000 | +11.0% | 380,987 | +7.9% | 0.03% | 0.0% |
| Q1 2021 | $11,121,000 | +19.3% | 353,075 | +11.7% | 0.03% | +8.0% |
| Q4 2020 | $9,323,000 | +23.0% | 316,226 | +4.1% | 0.02% | +8.7% |
| Q3 2020 | $7,578,000 | -20.0% | 303,749 | -19.4% | 0.02% | -28.1% |
| Q2 2020 | $9,474,000 | +5.9% | 377,058 | -5.9% | 0.03% | -13.5% |
| Q1 2020 | $8,943,000 | – | 400,784 | – | 0.04% | – |
Download | ||||||
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% |