ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 431 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $299,999 | -27.9% | 11,811 | -25.2% | 0.10% | -5.9% |
| Q2 2023 | $415,804 | -7.1% | 15,792 | -3.0% | 0.10% | -12.9% |
| Q1 2023 | $447,486 | -2.1% | 16,278 | -3.3% | 0.12% | -12.1% |
| Q4 2022 | $457,102 | +22.2% | 16,830 | +0.8% | 0.13% | +20.0% |
| Q3 2022 | $374,000 | -18.5% | 16,692 | -0.8% | 0.11% | -17.3% |
| Q2 2022 | $459,000 | -16.5% | 16,830 | -2.9% | 0.13% | -1.5% |
| Q1 2022 | $550,000 | -59.6% | 17,339 | -60.4% | 0.14% | -57.4% |
| Q4 2021 | $1,361,000 | +1.3% | 43,746 | -1.5% | 0.32% | -6.2% |
| Q3 2021 | $1,343,000 | +1.7% | 44,419 | +8.6% | 0.34% | +1.2% |
| Q2 2021 | $1,321,000 | +7.0% | 40,898 | +4.1% | 0.33% | -1.5% |
| Q1 2021 | $1,235,000 | – | 39,276 | – | 0.34% | – |
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% |