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 | $3,536,709 | +1154.4% | 139,241 | +1257.7% | 0.27% | +1411.1% |
| Q1 2023 | $281,937 | +3.5% | 10,256 | +2.3% | 0.02% | -33.3% |
| Q4 2022 | $272,279 | -8.9% | 10,025 | -9.1% | 0.03% | -34.1% |
| Q2 2022 | $299,000 | -16.5% | 11,027 | -2.2% | 0.04% | +7.9% |
| Q1 2022 | $358,000 | +26.5% | 11,271 | +24.3% | 0.04% | +31.0% |
| Q4 2021 | $283,000 | -8.4% | 9,066 | -7.8% | 0.03% | -45.3% |
| Q1 2021 | $309,000 | +808.8% | 9,830 | +715.8% | 0.05% | +253.3% |
| Q4 2018 | $34,000 | -58.0% | 1,205 | -51.1% | 0.02% | -59.5% |
| Q1 2018 | $81,000 | -2.4% | 2,465 | 0.0% | 0.04% | -2.6% |
| Q4 2017 | $83,000 | – | 2,465 | – | 0.04% | – |
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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% |