ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 8 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $379,605 | -3.5% | 14,945 | 0.0% | 0.13% | 0.0% |
| Q2 2023 | $393,505 | -3.8% | 14,945 | +0.4% | 0.13% | -8.5% |
| Q1 2023 | $409,182 | +43.6% | 14,885 | +17.5% | 0.14% | +25.9% |
| Q3 2022 | $285,000 | -17.2% | 12,664 | 0.0% | 0.11% | -21.1% |
| Q2 2022 | $344,000 | +57.1% | 12,664 | +83.4% | 0.14% | +82.1% |
| Q1 2022 | $219,000 | +1.9% | 6,906 | 0.0% | 0.08% | -10.3% |
| Q4 2021 | $215,000 | +1435.7% | 6,906 | +1417.8% | 0.09% | +987.5% |
| Q1 2019 | $14,000 | -17.6% | 455 | -21.4% | 0.01% | -11.1% |
| Q4 2018 | $17,000 | -15.0% | 579 | -5.2% | 0.01% | -10.0% |
| Q3 2018 | $20,000 | +33.3% | 611 | +34.3% | 0.01% | +11.1% |
| Q2 2018 | $15,000 | 0.0% | 455 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $15,000 | 0.0% | 455 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $15,000 | 0.0% | 455 | 0.0% | 0.01% | -10.0% |
| Q3 2017 | $15,000 | 0.0% | 455 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $15,000 | +7.1% | 455 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $14,000 | +7.7% | 455 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $13,000 | – | 455 | – | 0.01% | – |
Download | ||||||
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% |