ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 387 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.11 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,624,115 | -53.9% | 103,311 | -52.2% | 0.01% | -54.5% |
| Q2 2023 | $5,689,087 | +111823.8% | 216,068 | +16.8% | 0.02% | 0.0% |
| Q1 2023 | $5,083 | +2.7% | 184,931 | +1.5% | 0.02% | -12.0% |
| Q4 2022 | $4,947 | -99.9% | 182,152 | -12.2% | 0.02% | +4.2% |
| Q3 2022 | $4,673,000 | +24.0% | 207,429 | +49.5% | 0.02% | +20.0% |
| Q2 2022 | $3,768,000 | -15.4% | 138,739 | -1.1% | 0.02% | -4.8% |
| Q1 2022 | $4,455,000 | +6.0% | 140,298 | +4.1% | 0.02% | +5.0% |
| Q4 2021 | $4,203,000 | +15.6% | 134,817 | +12.8% | 0.02% | +5.3% |
| Q3 2021 | $3,636,000 | +39.7% | 119,540 | +48.8% | 0.02% | +26.7% |
| Q2 2021 | $2,602,000 | +22.7% | 80,310 | +19.1% | 0.02% | +7.1% |
| Q1 2021 | $2,121,000 | +0.6% | 67,405 | -5.8% | 0.01% | -12.5% |
| Q4 2020 | $2,109,000 | +10.8% | 71,572 | -6.3% | 0.02% | -11.1% |
| Q3 2020 | $1,904,000 | +28.3% | 76,393 | +29.3% | 0.02% | +12.5% |
| Q2 2020 | $1,484,000 | +39.3% | 59,065 | +25.3% | 0.02% | +14.3% |
| Q1 2020 | $1,065,000 | -19.0% | 47,141 | +20.3% | 0.01% | -12.5% |
| Q4 2019 | $1,315,000 | – | 39,184 | – | 0.02% | – |
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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% |