ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 424 filers reported holding ISHARES TR in Q2 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 2022 | $6,390,000 | -48.0% | 283,620 | -37.3% | 0.88% | -47.4% |
| Q2 2022 | $12,278,000 | -19.1% | 452,062 | -5.5% | 1.68% | -3.6% |
| Q1 2022 | $15,185,000 | +2.4% | 478,121 | +0.5% | 1.74% | +6.4% |
| Q4 2021 | $14,835,000 | -3.3% | 475,770 | -5.7% | 1.64% | -8.0% |
| Q3 2021 | $15,345,000 | -1.1% | 504,438 | +5.3% | 1.78% | -1.5% |
| Q2 2021 | $15,515,000 | +13.1% | 478,844 | +9.9% | 1.80% | +5.2% |
| Q1 2021 | $13,716,000 | – | 435,696 | – | 1.72% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chicago Wealth Management, Inc. | 251,494 | $7,987,000 | 5.36% |
| Fountainhead AM, LLC | 328,156 | $10,422,000 | 4.63% |
| Kerntke Otto McGlone Wealth Management Group | 43,228 | $1,373,000 | 3.14% |
| Sterling Financial Planning, Inc. | 152,140 | $4,832,000 | 3.04% |
| First National Bank of Hutchinson | 163,677 | $5,199,000 | 3.03% |
| COWA, LLC | 173,456 | $5,512,000 | 2.74% |
| SUMMIT FINANCIAL GROUP, INC. | 210,315 | $7,696,000 | 2.61% |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 63,461 | $2,016,000 | 2.25% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $28,520,000 | 2.16% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 117,520 | $3,732,000 | 2.00% |