ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 434 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,290,824 | -46.6% | 129,560 | -44.7% | 0.48% | -44.6% |
| Q2 2023 | $6,166,670 | +2.2% | 234,207 | +6.7% | 0.88% | -2.7% |
| Q1 2023 | $6,033,973 | +18.8% | 219,497 | +17.4% | 0.90% | +13.1% |
| Q4 2022 | $5,079,518 | +51.6% | 187,022 | +25.8% | 0.80% | +37.1% |
| Q3 2022 | $3,351,000 | -7.5% | 148,721 | +11.5% | 0.58% | -2.7% |
| Q2 2022 | $3,622,000 | -8.9% | 133,346 | +6.5% | 0.60% | +0.7% |
| Q1 2022 | $3,976,000 | +26.7% | 125,194 | +24.4% | 0.59% | +25.7% |
| Q4 2021 | $3,137,000 | +12.0% | 100,623 | +9.3% | 0.47% | +8.0% |
| Q3 2021 | $2,800,000 | -4.1% | 92,047 | +2.1% | 0.44% | -2.9% |
| Q2 2021 | $2,921,000 | +100.6% | 90,147 | +94.8% | 0.45% | +91.9% |
| Q1 2021 | $1,456,000 | +101.9% | 46,266 | +89.2% | 0.23% | +101.7% |
| Q4 2020 | $721,000 | – | 24,449 | – | 0.12% | – |
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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% |