ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 416 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.18 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $304,521 | -64.7% | 11,989 | -63.4% | 0.07% | -64.0% |
| Q2 2023 | $862,190 | -10.4% | 32,746 | -6.5% | 0.20% | -14.5% |
| Q1 2023 | $962,329 | +1.2% | 35,007 | 0.0% | 0.23% | +2.2% |
| Q4 2022 | $950,777 | +12.0% | 35,007 | -3.8% | 0.23% | +8.5% |
| Q3 2022 | $849,000 | -11.1% | 36,400 | -0.7% | 0.21% | -9.4% |
| Q2 2022 | $955,000 | -24.4% | 36,668 | -7.8% | 0.23% | +1.3% |
| Q1 2022 | $1,263,000 | -0.5% | 39,761 | -2.3% | 0.23% | +0.9% |
| Q4 2021 | $1,269,000 | +3.0% | 40,707 | +0.5% | 0.23% | -5.8% |
| Q3 2021 | $1,232,000 | -2.0% | 40,503 | +4.4% | 0.24% | -3.2% |
| Q2 2021 | $1,257,000 | +3.1% | 38,785 | +0.2% | 0.25% | -1.6% |
| Q1 2021 | $1,219,000 | +6.8% | 38,720 | +0.0% | 0.25% | -2.7% |
| Q4 2020 | $1,141,000 | +11.4% | 38,702 | -5.8% | 0.26% | +7.9% |
| Q3 2020 | $1,024,000 | +0.2% | 41,089 | +0.9% | 0.24% | -5.5% |
| Q2 2020 | $1,022,000 | +7.2% | 40,703 | -3.5% | 0.26% | -8.6% |
| Q1 2020 | $953,000 | -37.1% | 42,177 | -6.5% | 0.28% | -39.8% |
| Q4 2019 | $1,515,000 | +0.9% | 45,124 | -7.6% | 0.46% | +10.2% |
| Q3 2019 | $1,502,000 | -0.7% | 48,848 | -0.8% | 0.42% | -4.3% |
| Q2 2019 | $1,513,000 | -0.3% | 49,245 | +0.1% | 0.44% | -8.5% |
| Q1 2019 | $1,518,000 | +6.1% | 49,182 | -1.3% | 0.48% | -11.2% |
| Q4 2018 | $1,431,000 | – | 49,842 | – | 0.54% | – |
Download | ||||||
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% |