ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 408 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.02 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 ↓ |
|---|---|---|---|
| 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% |