ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 408 filers reported holding ISHARES TR in Q3 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 ↓ |
|---|---|---|---|
| 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% |