ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 432 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $240,000 | -17.2% | 10,673 | 0.0% | 0.06% | -9.0% |
| Q2 2022 | $290,000 | -14.5% | 10,673 | 0.0% | 0.07% | +1.5% |
| Q1 2022 | $339,000 | +1.8% | 10,673 | 0.0% | 0.07% | +15.8% |
| Q4 2021 | $333,000 | +2.5% | 10,673 | 0.0% | 0.06% | +1.8% |
| Q3 2021 | $325,000 | -6.1% | 10,673 | 0.0% | 0.06% | -1.8% |
| Q2 2021 | $346,000 | +3.0% | 10,673 | 0.0% | 0.06% | 0.0% |
| Q1 2021 | $336,000 | +6.7% | 10,673 | 0.0% | 0.06% | +9.6% |
| Q4 2020 | $315,000 | +47.9% | 10,673 | +25.1% | 0.05% | +36.8% |
| Q3 2020 | $213,000 | -0.5% | 8,534 | 0.0% | 0.04% | -2.6% |
| Q2 2020 | $214,000 | -93.9% | 8,534 | -94.5% | 0.04% | -94.5% |
| Q1 2020 | $3,528,000 | -31.3% | 156,135 | +2.0% | 0.70% | -12.9% |
| Q4 2019 | $5,137,000 | +26.9% | 153,022 | +16.2% | 0.81% | +22.3% |
| Q3 2019 | $4,048,000 | -26.0% | 131,703 | -26.1% | 0.66% | -28.6% |
| Q2 2019 | $5,473,000 | – | 178,161 | – | 0.92% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chicago Wealth Management, Inc. | 251,494 | $7,987,000 | 5.36% |
| Fountainhead AM, LLC | 328,156 | $10,422,000 | 4.63% |
| Kerntke Otto McGlone Wealth Management Group | 43,228 | $1,373,000 | 3.14% |
| Sterling Financial Planning, Inc. | 152,140 | $4,832,000 | 3.04% |
| First National Bank of Hutchinson | 163,677 | $5,199,000 | 3.03% |
| COWA, LLC | 173,456 | $5,512,000 | 2.74% |
| SUMMIT FINANCIAL GROUP, INC. | 210,315 | $7,696,000 | 2.61% |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 63,461 | $2,016,000 | 2.25% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $28,520,000 | 2.16% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 117,520 | $3,732,000 | 2.00% |