ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 387 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.11 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $324,409 | -14.1% | 12,772 | -10.9% | 0.42% | -5.0% |
| Q2 2023 | $377,520 | -4.2% | 14,338 | 0.0% | 0.44% | -11.5% |
| Q1 2023 | $394,152 | -0.5% | 14,338 | -1.7% | 0.49% | +11.3% |
| Q4 2022 | $396,101 | +20.4% | 14,584 | 0.0% | 0.44% | +13.8% |
| Q3 2022 | $329,000 | -16.9% | 14,584 | 0.0% | 0.39% | -3.0% |
| Q2 2022 | $396,000 | -14.5% | 14,584 | 0.0% | 0.40% | +3.1% |
| Q1 2022 | $463,000 | +1.8% | 14,584 | 0.0% | 0.39% | +3.2% |
| Q4 2021 | $455,000 | +5.3% | 14,584 | -0.5% | 0.38% | -30.6% |
| Q4 2020 | $432,000 | +18.0% | 14,664 | 0.0% | 0.54% | +2.8% |
| Q3 2020 | $366,000 | -0.5% | 14,664 | 0.0% | 0.53% | +20.5% |
| Q2 2020 | $368,000 | +11.2% | 14,664 | 0.0% | 0.44% | -8.1% |
| Q1 2020 | $331,000 | -32.7% | 14,664 | 0.0% | 0.48% | -12.3% |
| Q4 2019 | $492,000 | +8.6% | 14,664 | -0.5% | 0.55% | +1.9% |
| Q3 2019 | $453,000 | -20.7% | 14,736 | -20.7% | 0.54% | -21.9% |
| Q2 2019 | $571,000 | -0.3% | 18,580 | 0.0% | 0.69% | +41.4% |
| Q1 2019 | $573,000 | +4.4% | 18,580 | -2.8% | 0.48% | +444.9% |
| Q4 2018 | $549,000 | – | 19,117 | – | 0.09% | – |
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% |