ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 421 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.02 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $325,069 | -4.7% | 12,798 | -1.2% | 0.14% | -6.0% |
| Q2 2023 | $341,078 | +44.1% | 12,954 | +50.4% | 0.15% | +31.6% |
| Q1 2023 | $236,772 | +85.4% | 8,613 | +83.1% | 0.11% | +67.6% |
| Q4 2022 | $127,733 | -4.0% | 4,703 | -20.1% | 0.07% | -2.9% |
| Q3 2022 | $133,000 | -20.8% | 5,885 | -4.6% | 0.07% | -15.7% |
| Q2 2022 | $168,000 | -26.0% | 6,170 | -13.7% | 0.08% | -10.8% |
| Q1 2022 | $227,000 | +22.0% | 7,147 | +19.6% | 0.09% | +22.4% |
| Q4 2021 | $186,000 | -2.1% | 5,974 | -4.5% | 0.08% | -12.6% |
| Q3 2021 | $190,000 | -18.1% | 6,258 | -12.8% | 0.09% | -28.7% |
| Q2 2021 | $232,000 | +8.4% | 7,173 | +5.2% | 0.12% | -3.2% |
| Q1 2021 | $214,000 | -5.3% | 6,818 | -11.3% | 0.13% | -19.2% |
| Q4 2020 | $226,000 | +3.7% | 7,685 | -12.4% | 0.16% | -6.0% |
| Q3 2020 | $218,000 | -14.2% | 8,769 | -13.4% | 0.17% | -19.0% |
| Q2 2020 | $254,000 | -44.7% | 10,125 | -50.2% | 0.20% | -51.4% |
| Q1 2020 | $459,000 | -51.0% | 20,315 | -27.1% | 0.42% | -29.9% |
| Q4 2019 | $936,000 | – | 27,882 | – | 0.60% | – |
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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% |