ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 427 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.3%.
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% | – |
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% |