ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 355 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.63 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $231,019 | -1.6% | 8,773 | +2.7% | 0.09% | -6.3% |
| Q1 2023 | $234,745 | -7.7% | 8,540 | -8.8% | 0.10% | -12.0% |
| Q4 2022 | $254,343 | +22.3% | 9,366 | +1.4% | 0.11% | +13.7% |
| Q3 2022 | $208,000 | -14.8% | 9,238 | +2.7% | 0.10% | -9.5% |
| Q2 2022 | $244,000 | -12.5% | 8,997 | +2.3% | 0.10% | -0.9% |
| Q1 2022 | $279,000 | +3.0% | 8,794 | +1.2% | 0.11% | +8.2% |
| Q4 2021 | $271,000 | +3.8% | 8,693 | +1.0% | 0.10% | +3.2% |
| Q3 2021 | $261,000 | -4.4% | 8,607 | +2.0% | 0.10% | -10.4% |
| Q2 2021 | $273,000 | +4.2% | 8,438 | +1.3% | 0.11% | -2.8% |
| Q1 2021 | $262,000 | -12.7% | 8,332 | -18.4% | 0.11% | -21.0% |
| Q4 2020 | $300,000 | +19.0% | 10,211 | +0.7% | 0.14% | -0.7% |
| Q3 2020 | $252,000 | +0.4% | 10,138 | +1.2% | 0.14% | -0.7% |
| Q2 2020 | $251,000 | +12.6% | 10,015 | +1.2% | 0.14% | -3.4% |
| Q1 2020 | $223,000 | -30.3% | 9,901 | +3.7% | 0.14% | -7.1% |
| Q4 2019 | $320,000 | +8.5% | 9,550 | -0.5% | 0.16% | -3.7% |
| Q3 2019 | $295,000 | +0.3% | 9,601 | +0.3% | 0.16% | -2.4% |
| Q2 2019 | $294,000 | +2.8% | 9,577 | +3.1% | 0.17% | -1.8% |
| Q1 2019 | $286,000 | +4.8% | 9,285 | -33.9% | 0.17% | -4.5% |
| Q4 2018 | $273,000 | – | 14,048 | – | 0.18% | – |
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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% |