ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 416 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.18 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $437,146 | -9.4% | 17,210 | -6.0% | 0.06% | -12.2% |
| Q2 2023 | $482,326 | -16.8% | 18,318 | -13.1% | 0.07% | -24.5% |
| Q1 2023 | $579,702 | -11.3% | 21,087 | -12.3% | 0.10% | -16.2% |
| Q4 2022 | $653,210 | +9.4% | 24,050 | -9.2% | 0.12% | -3.3% |
| Q3 2022 | $597,000 | -15.7% | 26,480 | +1.6% | 0.12% | -9.7% |
| Q2 2022 | $708,000 | -3.3% | 26,060 | +13.1% | 0.13% | +9.8% |
| Q1 2022 | $732,000 | +7.3% | 23,037 | +5.3% | 0.12% | +14.0% |
| Q4 2021 | $682,000 | +34.0% | 21,881 | +30.8% | 0.11% | +21.6% |
| Q3 2021 | $509,000 | -3.8% | 16,723 | +2.4% | 0.09% | -39.7% |
| Q2 2021 | $529,000 | +1.7% | 16,329 | -1.1% | 0.15% | -11.0% |
| Q1 2021 | $520,000 | -12.2% | 16,513 | -17.8% | 0.16% | -11.8% |
| Q4 2020 | $592,000 | +14.7% | 20,088 | -3.0% | 0.19% | -0.5% |
| Q3 2020 | $516,000 | -2.3% | 20,713 | -1.5% | 0.19% | -16.1% |
| Q2 2020 | $528,000 | -40.5% | 21,036 | -46.4% | 0.22% | -52.8% |
| Q1 2020 | $887,000 | +120.6% | 39,246 | +227.6% | 0.47% | +153.8% |
| Q4 2019 | $402,000 | +70.3% | 11,981 | +56.3% | 0.19% | +38.8% |
| Q3 2019 | $236,000 | – | 7,665 | – | 0.13% | – |
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% |