ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 434 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,472,767 | -9.0% | 56,845 | -7.5% | 0.18% | +5.2% |
| Q2 2023 | $1,618,005 | +18.7% | 61,451 | +23.9% | 0.17% | +10.1% |
| Q1 2023 | $1,363,202 | +428.1% | 49,589 | +421.8% | 0.16% | +485.2% |
| Q4 2022 | $258,129 | -66.5% | 9,504 | -72.2% | 0.03% | -69.7% |
| Q3 2022 | $771,000 | -1.4% | 34,232 | +18.9% | 0.09% | +8.5% |
| Q2 2022 | $782,000 | -3.7% | 28,789 | +12.7% | 0.08% | +2.5% |
| Q1 2022 | $812,000 | +27.1% | 25,555 | +24.7% | 0.08% | +33.3% |
| Q4 2021 | $639,000 | +12.3% | 20,487 | +9.6% | 0.06% | 0.0% |
| Q3 2021 | $569,000 | -6.1% | 18,697 | 0.0% | 0.06% | -6.2% |
| Q2 2021 | $606,000 | +2.9% | 18,697 | 0.0% | 0.06% | -7.2% |
| Q1 2021 | $589,000 | +6.9% | 18,697 | 0.0% | 0.07% | -4.2% |
| Q4 2020 | $551,000 | +13.4% | 18,697 | -4.2% | 0.07% | -25.8% |
| Q3 2020 | $486,000 | -12.0% | 19,513 | -11.2% | 0.10% | -17.1% |
| Q2 2020 | $552,000 | +30.2% | 21,966 | +17.0% | 0.12% | +24.5% |
| Q1 2020 | $424,000 | -15.5% | 18,780 | +25.7% | 0.09% | +8.0% |
| Q4 2019 | $502,000 | +45.5% | 14,941 | +33.1% | 0.09% | +31.8% |
| Q3 2019 | $345,000 | +14.6% | 11,226 | +14.4% | 0.07% | +15.8% |
| Q2 2019 | $301,000 | – | 9,813 | – | 0.06% | – |
Download | ||||||
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% |