ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 442 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $849,235 | -7.4% | 33,434 | -4.0% | 0.63% | +4.8% |
| Q2 2023 | $917,402 | -3.9% | 34,842 | +0.3% | 0.60% | -12.6% |
| Q1 2023 | $954,500 | +131.1% | 34,722 | +128.5% | 0.69% | +119.4% |
| Q2 2022 | $413,000 | -57.2% | 15,196 | -50.0% | 0.31% | -48.0% |
| Q1 2022 | $964,000 | +321.0% | 30,368 | +312.7% | 0.60% | +361.1% |
| Q4 2021 | $229,000 | – | 7,358 | – | 0.13% | – |
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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% |