ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 377 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.81 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $237 | -3.7% | 9 | 0.0% | 0.00% | – |
| Q2 2023 | $246 | -1.6% | 9 | 0.0% | 0.00% | – |
| Q1 2023 | $250 | -99.7% | 9 | -99.8% | 0.00% | -100.0% |
| Q2 2020 | $98,000 | +11.4% | 3,897 | 0.0% | 0.05% | -9.4% |
| Q1 2020 | $88,000 | -32.8% | 3,897 | 0.0% | 0.05% | -7.0% |
| Q4 2019 | $131,000 | +9.2% | 3,897 | 0.0% | 0.06% | +3.6% |
| Q3 2019 | $120,000 | +6.2% | 3,897 | +6.0% | 0.06% | +48.6% |
| Q2 2019 | $113,000 | 0.0% | 3,677 | 0.0% | 0.04% | +2.8% |
| Q1 2019 | $113,000 | +17.7% | 3,677 | +9.4% | 0.04% | +20.0% |
| Q4 2018 | $96,000 | -28.9% | 3,361 | -18.7% | 0.03% | -73.7% |
| Q3 2018 | $135,000 | +26.2% | 4,134 | +23.9% | 0.11% | +15.2% |
| Q2 2018 | $107,000 | -4.5% | 3,336 | -1.7% | 0.10% | -10.0% |
| Q1 2018 | $112,000 | -1.8% | 3,392 | +0.2% | 0.11% | -1.8% |
| Q4 2017 | $114,000 | – | 3,384 | – | 0.11% | – |
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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% |