ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 410 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.01 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% | – |
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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% |