ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 439 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.34 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $259,454 | +3.5% | 8,939 | 0.0% | 0.03% | 0.0% |
| Q1 2024 | $250,739 | +2.0% | 8,939 | 0.0% | 0.03% | -6.5% |
| Q4 2023 | $245,733 | -6.6% | 8,939 | -16.9% | 0.03% | -44.6% |
| Q3 2023 | $263,043 | -11.0% | 10,754 | 0.0% | 0.06% | -26.3% |
| Q2 2023 | $295,520 | -2.2% | 10,754 | 0.0% | 0.08% | -37.2% |
| Q1 2023 | $302,187 | -2.3% | 10,754 | 0.0% | 0.12% | -20.9% |
| Q4 2022 | $309,285 | +1961.9% | 10,754 | +2188.1% | 0.15% | +920.0% |
| Q3 2018 | $15,000 | 0.0% | 470 | 0.0% | 0.02% | -11.8% |
| Q2 2018 | $15,000 | – | 470 | – | 0.02% | – |
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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% |