ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 449 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $348,329 | -34.8% | 13,229 | -31.9% | 0.04% | +27.6% |
| Q1 2023 | $534,384 | -16.0% | 19,439 | -17.0% | 0.03% | -23.7% |
| Q4 2022 | $636,265 | +24.5% | 23,427 | +3.4% | 0.04% | +8.6% |
| Q3 2022 | $511,000 | +65.4% | 22,661 | +99.1% | 0.04% | +66.7% |
| Q2 2022 | $309,000 | -16.5% | 11,380 | -2.1% | 0.02% | -4.5% |
| Q1 2022 | $370,000 | +15.6% | 11,630 | +13.6% | 0.02% | +10.0% |
| Q4 2021 | $320,000 | +4.9% | 10,241 | +2.2% | 0.02% | -4.8% |
| Q3 2021 | $305,000 | -13.6% | 10,023 | -8.1% | 0.02% | -16.0% |
| Q2 2021 | $353,000 | +18.5% | 10,908 | +15.2% | 0.02% | -3.8% |
| Q1 2021 | $298,000 | -5.1% | 9,466 | -11.2% | 0.03% | -7.1% |
| Q4 2020 | $314,000 | +11.0% | 10,660 | -6.3% | 0.03% | +47.4% |
| Q3 2020 | $283,000 | +73.6% | 11,379 | +114.5% | 0.02% | -26.9% |
| Q3 2019 | $163,000 | 0.0% | 5,305 | -0.2% | 0.03% | -18.8% |
| Q2 2019 | $163,000 | – | 5,313 | – | 0.03% | – |
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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% |