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 | $613,664 | +57.0% | 24,160 | +555.5% | 0.00% | +100.0% |
| Q2 2023 | $390,863 | -65.2% | 3,686 | -91.0% | 0.00% | -80.0% |
| Q1 2023 | $1,123,104 | -23.3% | 40,855 | -24.2% | 0.01% | -54.5% |
| Q2 2022 | $1,464,000 | -76.8% | 53,902 | -72.9% | 0.01% | -79.6% |
| Q1 2022 | $6,322,000 | +15.7% | 199,049 | +13.6% | 0.05% | +28.6% |
| Q4 2021 | $5,464,000 | -57.9% | 175,255 | -58.9% | 0.04% | -74.2% |
| Q3 2021 | $12,973,000 | +55.1% | 426,461 | +65.2% | 0.16% | +71.6% |
| Q2 2021 | $8,363,000 | +237.5% | 258,103 | +227.9% | 0.10% | +143.6% |
| Q1 2021 | $2,478,000 | -51.9% | 78,720 | -55.0% | 0.04% | -46.6% |
| Q4 2020 | $5,150,000 | +2745.3% | 174,752 | +2302.1% | 0.07% | +2333.3% |
| Q3 2020 | $181,000 | -88.3% | 7,275 | -88.2% | 0.00% | -87.0% |
| Q2 2020 | $1,543,000 | +16.4% | 61,443 | +4.7% | 0.02% | -57.4% |
| Q1 2020 | $1,326,000 | -77.9% | 58,671 | -67.2% | 0.05% | -71.3% |
| Q4 2019 | $6,002,000 | – | 178,793 | – | 0.19% | – |
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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% |