ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 410 filers reported holding ISHARES TR in Q3 2022. 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 | $310,794 | -3.5% | 12,236 | 0.0% | 0.12% | -0.9% |
| Q2 2023 | $322,174 | -4.2% | 12,236 | 0.0% | 0.12% | -7.2% |
| Q1 2023 | $336,368 | +100009.5% | 12,236 | -1.1% | 0.12% | -21.4% |
| Q4 2022 | $336 | -99.9% | 12,373 | -0.2% | 0.16% | +23.3% |
| Q3 2022 | $279,000 | -27.2% | 12,402 | -4.5% | 0.13% | -24.6% |
| Q4 2020 | $383,000 | +16.8% | 12,989 | -1.4% | 0.17% | +4.3% |
| Q3 2020 | $328,000 | -21.7% | 13,174 | +2.1% | 0.16% | -33.9% |
| Q3 2019 | $419,000 | +11.7% | 12,904 | +6.1% | 0.25% | +4.2% |
| Q2 2019 | $375,000 | +2.5% | 12,159 | -4.5% | 0.24% | -14.1% |
| Q4 2018 | $366,000 | -7.3% | 12,731 | +5.1% | 0.28% | +10.4% |
| Q3 2018 | $395,000 | +1.5% | 12,108 | -0.2% | 0.25% | -8.1% |
| Q2 2018 | $389,000 | – | 12,133 | – | 0.27% | – |
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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% |