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 | $5,374,257 | -24.6% | 211,585 | -21.9% | 0.25% | -22.6% |
| Q2 2023 | $7,129,404 | +16.5% | 270,771 | +21.7% | 0.32% | +21.3% |
| Q1 2023 | $6,117,779 | +7.7% | 222,546 | +6.4% | 0.26% | -3.0% |
| Q4 2022 | $5,678,450 | +29.9% | 209,074 | +7.8% | 0.27% | +8.8% |
| Q3 2022 | $4,371,000 | -11.7% | 193,995 | +6.4% | 0.25% | -17.0% |
| Q2 2022 | $4,951,000 | +6.7% | 182,307 | +24.8% | 0.30% | +6.4% |
| Q1 2022 | $4,640,000 | +62.5% | 146,101 | +59.5% | 0.28% | +64.9% |
| Q4 2021 | $2,856,000 | +14180.0% | 91,595 | +13969.9% | 0.17% | +17000.0% |
| Q1 2021 | $20,000 | -82.0% | 651 | -86.8% | 0.00% | -93.8% |
| Q1 2020 | $111,000 | -49.8% | 4,933 | -25.0% | 0.02% | -42.9% |
| Q4 2019 | $221,000 | +5.7% | 6,578 | -3.3% | 0.03% | -6.7% |
| Q3 2019 | $209,000 | -16.4% | 6,802 | -16.6% | 0.03% | -25.0% |
| Q2 2019 | $250,000 | +12.6% | 8,152 | +13.3% | 0.04% | +5.3% |
| Q1 2019 | $222,000 | +9.9% | 7,195 | +2.1% | 0.04% | -2.6% |
| Q4 2018 | $202,000 | +4.1% | 7,048 | +18.5% | 0.04% | +8.3% |
| Q3 2018 | $194,000 | +15.5% | 5,949 | +13.3% | 0.04% | +9.1% |
| Q2 2018 | $168,000 | +24.4% | 5,250 | +28.8% | 0.03% | +6.5% |
| Q1 2018 | $135,000 | -15.6% | 4,075 | -13.9% | 0.03% | -24.4% |
| Q4 2017 | $160,000 | +35.6% | 4,732 | +35.7% | 0.04% | +17.1% |
| Q3 2017 | $118,000 | – | 3,487 | – | 0.04% | – |
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% |