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 | $284,434 | -15.5% | 11,198 | -12.4% | 0.02% | -14.3% |
| Q2 2023 | $336,634 | -4.4% | 12,785 | -0.1% | 0.02% | -8.7% |
| Q1 2023 | $351,950 | +19.4% | 12,803 | +18.0% | 0.02% | +9.5% |
| Q4 2022 | $294,686 | +114563.8% | 10,850 | -4.9% | 0.02% | +5.0% |
| Q3 2022 | $257 | -8.5% | 11,410 | +10.2% | 0.02% | -9.1% |
| Q2 2022 | $281 | -2.4% | 10,353 | +14.1% | 0.02% | +15.8% |
| Q1 2022 | $288 | +2.5% | 9,076 | +0.6% | 0.02% | -13.6% |
| Q4 2021 | $281 | -5.7% | 9,025 | -7.9% | 0.02% | -24.1% |
| Q3 2021 | $298 | +4.2% | 9,802 | +11.2% | 0.03% | -14.7% |
| Q2 2021 | $286 | +5.9% | 8,813 | +2.6% | 0.03% | -19.0% |
| Q1 2021 | $270 | – | 8,590 | – | 0.04% | – |
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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% |