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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $925,000 | +3.5% | 29,680 | +0.9% | 0.95% | -10.5% |
| Q3 2021 | $894,000 | -10.1% | 29,415 | -4.2% | 1.06% | -14.1% |
| Q2 2021 | $994,000 | +13.7% | 30,691 | +10.5% | 1.23% | +10.6% |
| Q1 2021 | $874,000 | -5.3% | 27,767 | -11.3% | 1.11% | +71.9% |
| Q4 2020 | $923,000 | +9.4% | 31,312 | -7.5% | 0.65% | +1.6% |
| Q3 2020 | $844,000 | +7.1% | 33,847 | +7.9% | 0.64% | -2.2% |
| Q2 2020 | $788,000 | +1.5% | 31,380 | -8.6% | 0.65% | -14.7% |
| Q1 2020 | $776,000 | -51.2% | 34,336 | -27.5% | 0.76% | -43.1% |
| Q4 2019 | $1,590,000 | +7.7% | 47,358 | -1.4% | 1.34% | +3.8% |
| Q3 2019 | $1,476,000 | +5.4% | 48,019 | +5.3% | 1.29% | +2.6% |
| Q2 2019 | $1,401,000 | +3.8% | 45,620 | +4.3% | 1.26% | +6.0% |
| Q1 2019 | $1,350,000 | +3.1% | 43,744 | -4.0% | 1.19% | -11.2% |
| Q4 2018 | $1,309,000 | -16.0% | 45,582 | -4.5% | 1.34% | +12.5% |
| Q3 2018 | $1,558,000 | -10.6% | 47,752 | -12.2% | 1.19% | -28.3% |
| Q2 2018 | $1,742,000 | -1.8% | 54,359 | +0.9% | 1.66% | -2.2% |
| Q1 2018 | $1,774,000 | +2.8% | 53,863 | +5.5% | 1.70% | +7.2% |
| Q4 2017 | $1,726,000 | – | 51,069 | – | 1.58% | – |
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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% |