ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 446 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $332,463 | -24.0% | 11,857 | -24.1% | 0.28% | -29.6% |
| Q4 2023 | $437,169 | -22.0% | 15,619 | -26.7% | 0.40% | -67.1% |
| Q2 2023 | $560,770 | -2.3% | 21,298 | +2.1% | 1.20% | -11.5% |
| Q1 2023 | $573,709 | +3.3% | 20,870 | +2.0% | 1.36% | -15.4% |
| Q4 2022 | $555,436 | +20.2% | 20,451 | -0.2% | 1.60% | +13.4% |
| Q3 2022 | $462,000 | -16.9% | 20,493 | +0.1% | 1.41% | -2.1% |
| Q2 2022 | $556,000 | -15.4% | 20,480 | -1.0% | 1.44% | +2.3% |
| Q1 2022 | $657,000 | -1.2% | 20,677 | -5.4% | 1.41% | +12.8% |
| Q3 2021 | $665,000 | -8.7% | 21,857 | -2.7% | 1.25% | -5.5% |
| Q2 2021 | $728,000 | -6.2% | 22,464 | -8.8% | 1.33% | -11.1% |
| Q1 2021 | $776,000 | +12.3% | 24,636 | +5.1% | 1.49% | +7.4% |
| Q4 2020 | $691,000 | +1282.0% | 23,450 | +1439.7% | 1.39% | +3130.2% |
| Q1 2018 | $50,000 | -2.0% | 1,523 | 0.0% | 0.04% | 0.0% |
| Q4 2017 | $51,000 | – | 1,523 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chicago Wealth Management, Inc. | 251,494 | $7,987,000 | 5.36% |
| Fountainhead AM, LLC | 328,156 | $10,422,000 | 4.63% |
| Kerntke Otto McGlone Wealth Management Group | 43,228 | $1,373,000 | 3.14% |
| Sterling Financial Planning, Inc. | 152,140 | $4,832,000 | 3.04% |
| First National Bank of Hutchinson | 163,677 | $5,199,000 | 3.03% |
| COWA, LLC | 173,456 | $5,512,000 | 2.74% |
| SUMMIT FINANCIAL GROUP, INC. | 210,315 | $7,696,000 | 2.61% |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 63,461 | $2,016,000 | 2.25% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $28,520,000 | 2.16% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 117,520 | $3,732,000 | 2.00% |