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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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% |