ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 421 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.02 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $201,136 | -15.8% | 7,639 | -11.3% | 0.07% | -15.3% |
| Q1 2023 | $238,837 | -0.7% | 8,616 | -2.7% | 0.08% | -7.6% |
| Q4 2022 | $240,503 | +15.1% | 8,855 | -4.7% | 0.09% | +3.4% |
| Q3 2022 | $209,000 | -17.1% | 9,295 | 0.0% | 0.09% | -11.9% |
| Q2 2022 | $252,000 | -16.6% | 9,295 | -1.6% | 0.10% | -8.2% |
| Q1 2022 | $302,000 | -5.3% | 9,445 | -7.5% | 0.11% | -4.3% |
| Q4 2021 | $319,000 | -5.3% | 10,216 | -7.3% | 0.12% | -14.8% |
| Q3 2021 | $337,000 | -5.9% | 11,023 | 0.0% | 0.14% | -11.2% |
| Q2 2021 | $358,000 | +2.9% | 11,023 | +0.4% | 0.15% | -16.0% |
| Q1 2021 | $348,000 | -2.0% | 10,978 | -8.9% | 0.18% | -14.6% |
| Q4 2020 | $355,000 | +4.1% | 12,045 | -12.0% | 0.21% | -16.9% |
| Q3 2020 | $341,000 | -11.7% | 13,683 | -11.0% | 0.26% | -15.8% |
| Q2 2020 | $386,000 | +5.5% | 15,368 | -5.0% | 0.30% | -19.8% |
| Q1 2020 | $366,000 | -38.7% | 16,185 | -9.0% | 0.38% | -16.9% |
| Q4 2019 | $597,000 | +5.3% | 17,784 | -3.6% | 0.46% | -2.8% |
| Q3 2019 | $567,000 | -1.2% | 18,446 | -1.3% | 0.47% | -3.7% |
| Q2 2019 | $574,000 | -1.9% | 18,689 | +0.0% | 0.49% | -8.6% |
| Q1 2019 | $585,000 | +5.6% | 18,682 | -3.2% | 0.53% | -12.9% |
| Q4 2018 | $554,000 | – | 19,294 | – | 0.61% | – |
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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% |