ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 449 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $840,000 | -13.8% | 30,933 | +0.9% | 0.42% | -4.1% |
| Q1 2022 | $974,000 | +13.4% | 30,669 | +11.3% | 0.44% | +13.4% |
| Q4 2021 | $859,000 | +5.3% | 27,548 | +2.4% | 0.39% | -9.8% |
| Q3 2021 | $816,000 | -5.0% | 26,908 | +1.5% | 0.43% | -7.9% |
| Q2 2021 | $859,000 | +7.0% | 26,503 | +3.9% | 0.47% | -0.6% |
| Q1 2021 | $803,000 | +17.1% | 25,520 | +9.6% | 0.47% | +11.4% |
| Q4 2020 | $686,000 | +30.7% | 23,287 | +10.6% | 0.42% | +12.3% |
| Q3 2020 | $525,000 | +5.4% | 21,063 | +6.3% | 0.38% | -4.3% |
| Q2 2020 | $498,000 | +14.5% | 19,816 | +2.9% | 0.39% | -4.6% |
| Q1 2020 | $435,000 | -20.8% | 19,265 | +17.7% | 0.41% | -25.3% |
| Q4 2019 | $549,000 | +128.8% | 16,366 | +109.3% | 0.55% | +150.0% |
| Q3 2019 | $240,000 | +3.9% | 7,821 | +4.0% | 0.22% | -3.5% |
| Q2 2019 | $231,000 | -9.4% | 7,522 | -9.1% | 0.23% | +1.3% |
| Q1 2019 | $255,000 | – | 8,278 | – | 0.22% | – |
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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% |