ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 427 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| 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% |