ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 442 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.01 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 ↓ |
|---|---|---|---|
| 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% |