ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 377 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.75 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $660,011 | -0.2% | 23,853 | +1.1% | 0.33% | -1.2% |
| Q1 2024 | $661,651 | +0.8% | 23,597 | +0.6% | 0.34% | -6.7% |
| Q4 2023 | $656,658 | +11.1% | 23,460 | +0.9% | 0.36% | +1.4% |
| Q3 2023 | $590,788 | -3.5% | 23,259 | 0.0% | 0.35% | -0.3% |
| Q2 2023 | $612,419 | -4.1% | 23,259 | +0.2% | 0.36% | -8.3% |
| Q1 2023 | $638,320 | -2.0% | 23,220 | -3.2% | 0.39% | -2.3% |
| Q4 2022 | $651,407 | +20.0% | 23,984 | -0.5% | 0.40% | +4.8% |
| Q3 2022 | $543,000 | -22.9% | 24,104 | -7.0% | 0.38% | -19.4% |
| Q2 2022 | $704,000 | -13.9% | 25,920 | +0.7% | 0.47% | -3.5% |
| Q1 2022 | $818,000 | +0.4% | 25,742 | -1.5% | 0.49% | +7.8% |
| Q4 2021 | $815,000 | -5.3% | 26,125 | -7.7% | 0.45% | -13.6% |
| Q3 2021 | $861,000 | -12.9% | 28,316 | -7.1% | 0.52% | -12.1% |
| Q2 2021 | $988,000 | +3.5% | 30,494 | +0.5% | 0.59% | -3.3% |
| Q1 2021 | $955,000 | -13.2% | 30,336 | -18.7% | 0.61% | -18.2% |
| Q4 2020 | $1,100,000 | +18.4% | 37,335 | +0.2% | 0.75% | +3.9% |
| Q3 2020 | $929,000 | -1.0% | 37,270 | -0.2% | 0.72% | -8.4% |
| Q2 2020 | $938,000 | +11.1% | 37,335 | +0.0% | 0.79% | -7.8% |
| Q1 2020 | $844,000 | -31.5% | 37,329 | +1.7% | 0.86% | -14.0% |
| Q4 2019 | $1,232,000 | -2.7% | 36,711 | -10.8% | 1.00% | -9.1% |
| Q3 2019 | $1,266,000 | – | 41,171 | – | 1.10% | – |
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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% |