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 | $200,108 | -4.2% | 7,600 | 0.0% | 0.08% | -11.6% |
| Q1 2023 | $208,924 | +2.2% | 7,600 | +1.0% | 0.10% | -7.8% |
| Q4 2022 | $204,379 | -9.6% | 7,525 | -9.6% | 0.10% | -9.6% |
| Q2 2022 | $226,000 | -21.0% | 8,325 | -7.6% | 0.11% | -5.8% |
| Q1 2022 | $286,000 | -5.9% | 9,010 | -7.7% | 0.12% | -2.4% |
| Q4 2021 | $304,000 | -4.7% | 9,760 | -7.0% | 0.12% | -12.1% |
| Q3 2021 | $319,000 | -9.6% | 10,500 | -3.7% | 0.14% | -9.6% |
| Q2 2021 | $353,000 | +1.4% | 10,900 | -1.4% | 0.16% | +4.7% |
| Q1 2021 | $348,000 | +6.7% | 11,050 | 0.0% | 0.15% | +1.4% |
| Q4 2020 | $326,000 | +23.5% | 11,050 | +4.2% | 0.15% | +22.5% |
| Q3 2020 | $264,000 | 0.0% | 10,600 | +0.8% | 0.12% | -9.1% |
| Q2 2020 | $264,000 | +30.0% | 10,520 | +17.3% | 0.13% | +7.3% |
| Q1 2020 | $203,000 | -37.7% | 8,970 | -8.2% | 0.12% | -7.5% |
| Q4 2019 | $326,000 | +2.8% | 9,770 | 0.0% | 0.13% | -1.5% |
| Q3 2019 | $317,000 | +9.7% | 9,770 | +3.9% | 0.14% | +3.8% |
| Q2 2019 | $289,000 | +8.6% | 9,400 | +12.9% | 0.13% | +3.2% |
| Q1 2019 | $266,000 | – | 8,325 | – | 0.13% | – |
Download | ||||||
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% |