ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 442 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $434,264 | -3.5% | 17,097 | 0.0% | 0.31% | 0.0% |
| Q2 2023 | $450,164 | +125293.9% | 17,097 | +29.5% | 0.31% | -1.3% |
| Q4 2022 | $359 | -99.9% | 13,207 | -6.4% | 0.31% | -1.0% |
| Q3 2022 | $318,000 | -17.8% | 14,117 | -0.8% | 0.31% | -8.2% |
| Q2 2022 | $387,000 | -13.2% | 14,232 | +1.5% | 0.34% | +1.8% |
| Q1 2022 | $446,000 | +2.1% | 14,028 | 0.0% | 0.34% | +4.7% |
| Q4 2021 | $437,000 | -0.7% | 14,028 | -2.9% | 0.32% | -8.8% |
| Q3 2021 | $440,000 | -14.9% | 14,453 | -9.4% | 0.35% | -10.2% |
| Q2 2021 | $517,000 | -1.9% | 15,958 | -4.6% | 0.39% | -9.1% |
| Q1 2021 | $527,000 | -19.2% | 16,733 | -24.4% | 0.43% | -24.4% |
| Q4 2020 | $652,000 | +18.1% | 22,133 | 0.0% | 0.57% | +4.2% |
| Q3 2020 | $552,000 | -19.8% | 22,133 | -19.2% | 0.55% | -24.0% |
| Q2 2020 | $688,000 | +4.1% | 27,386 | -6.4% | 0.72% | -17.3% |
| Q1 2020 | $661,000 | -34.0% | 29,256 | -2.0% | 0.87% | -12.3% |
| Q4 2019 | $1,002,000 | – | 29,846 | – | 0.99% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chicago Wealth Management, Inc. | 256,248 | $7,990,000 | 5.36% |
| Fountainhead AM, LLC | 324,535 | $10,119,000 | 4.40% |
| First National Bank of Hutchinson | 181,071 | $5,646,000 | 3.22% |
| Berkeley Capital Partners, LLC | 217,717 | $6,788,000 | 2.79% |
| Gunma Bank,Ltd. | 100,000 | $3,118,000 | 2.73% |
| COWA, LLC | 170,163 | $5,306,000 | 2.67% |
| Sterling Financial Planning, Inc. | 135,848 | $4,236,000 | 2.65% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $28,000,000 | 2.07% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 117,228 | $3,655,000 | 1.95% |
| AGILIS PARTNERS LLC | 121,247 | $3,780,000 | 1.89% |