ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 446 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $330,329 | +63.9% | 11,938 | +66.1% | 0.02% | +33.3% |
| Q1 2024 | $201,560 | -88.6% | 7,188 | -89.0% | 0.01% | -91.8% |
| Q4 2022 | $1,767,984 | -31.2% | 65,095 | -43.0% | 0.15% | -45.6% |
| Q3 2022 | $2,571,000 | -34.4% | 114,126 | -20.9% | 0.27% | -23.9% |
| Q2 2022 | $3,918,000 | +46.2% | 144,241 | +70.9% | 0.36% | +62.8% |
| Q1 2022 | $2,680,000 | -24.6% | 84,387 | -26.0% | 0.22% | -14.8% |
| Q4 2021 | $3,554,000 | +40.5% | 113,992 | +13.2% | 0.26% | -67.0% |
| Q2 2020 | $2,529,000 | +84200.0% | 100,694 | +89805.4% | 0.78% | +38650.0% |
| Q1 2020 | $3,000 | – | 112 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chicago Wealth Management, Inc. | 251,494 | $7,987,000 | 5.36% |
| Fountainhead AM, LLC | 328,156 | $10,422,000 | 4.63% |
| Kerntke Otto McGlone Wealth Management Group | 43,228 | $1,373,000 | 3.14% |
| Sterling Financial Planning, Inc. | 152,140 | $4,832,000 | 3.04% |
| First National Bank of Hutchinson | 163,677 | $5,199,000 | 3.03% |
| COWA, LLC | 173,456 | $5,512,000 | 2.74% |
| SUMMIT FINANCIAL GROUP, INC. | 210,315 | $7,696,000 | 2.61% |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 63,461 | $2,016,000 | 2.25% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $28,520,000 | 2.16% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 117,520 | $3,732,000 | 2.00% |