ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 387 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.11 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,396,629 | +1.2% | 54,985 | +4.9% | 0.47% | +5.4% |
| Q2 2023 | $1,379,729 | -7.5% | 52,401 | -3.5% | 0.44% | -12.2% |
| Q1 2023 | $1,492,021 | +4.3% | 54,275 | +3.0% | 0.51% | -0.8% |
| Q4 2022 | $1,431,058 | +22.5% | 52,690 | +1.7% | 0.51% | +15.9% |
| Q3 2022 | $1,168,000 | -22.9% | 51,825 | -7.1% | 0.44% | -12.8% |
| Q2 2022 | $1,515,000 | -11.2% | 55,785 | +3.8% | 0.51% | +11.2% |
| Q1 2022 | $1,707,000 | +2.7% | 53,751 | +0.8% | 0.46% | +37.9% |
| Q4 2021 | $1,662,000 | +1.0% | 53,316 | -1.5% | 0.33% | +7.5% |
| Q3 2021 | $1,646,000 | -5.8% | 54,104 | +0.3% | 0.31% | +9.3% |
| Q2 2021 | $1,748,000 | +32.2% | 53,952 | +28.5% | 0.28% | +42.6% |
| Q1 2021 | $1,322,000 | +15.6% | 41,982 | +8.2% | 0.20% | -43.9% |
| Q4 2020 | $1,144,000 | +22.9% | 38,814 | +3.9% | 0.35% | -4.4% |
| Q3 2020 | $931,000 | +5.1% | 37,347 | +5.9% | 0.37% | -21.1% |
| Q2 2020 | $886,000 | +19.7% | 35,266 | +7.7% | 0.46% | +17.1% |
| Q1 2020 | $740,000 | -24.3% | 32,733 | +12.5% | 0.40% | -11.2% |
| Q4 2019 | $977,000 | – | 29,102 | – | 0.45% | – |
Download | ||||||
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% |