ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 442 filers reported holding ISHARES TR in Q4 2021. 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 | $272,324 | +8.9% | 10,721 | +12.8% | 0.05% | +11.4% |
| Q2 2023 | $250,172 | -4.7% | 9,501 | -0.5% | 0.04% | -10.2% |
| Q1 2023 | $262,379 | +3.6% | 9,545 | +2.4% | 0.05% | -12.5% |
| Q4 2022 | $253,201 | +21.1% | 9,323 | +0.3% | 0.06% | +9.8% |
| Q3 2022 | $209,000 | -18.7% | 9,294 | -2.0% | 0.05% | -15.0% |
| Q2 2022 | $257,000 | -12.9% | 9,479 | +2.1% | 0.06% | +5.3% |
| Q1 2022 | $295,000 | +8.9% | 9,281 | +6.9% | 0.06% | +23.9% |
| Q4 2021 | $271,000 | +2.3% | 8,684 | -0.3% | 0.05% | -4.2% |
| Q3 2021 | $265,000 | -2.9% | 8,710 | +3.4% | 0.05% | -4.0% |
| Q2 2021 | $273,000 | – | 8,421 | – | 0.05% | – |
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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% |