ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 355 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.63 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $972,922 | -3.5% | 38,304 | 0.0% | 0.36% | +0.8% |
Q2 2023 | $1,008,544 | -2.9% | 38,304 | +1.4% | 0.35% | -11.3% |
Q1 2023 | $1,038,132 | +16.9% | 37,764 | +15.5% | 0.40% | +6.1% |
Q4 2022 | $887,697 | +17.4% | 32,684 | -2.6% | 0.38% | +10.9% |
Q3 2022 | $756,000 | -16.6% | 33,551 | +0.6% | 0.34% | -13.8% |
Q2 2022 | $906,000 | -19.3% | 33,341 | -5.7% | 0.39% | -4.4% |
Q1 2022 | $1,123,000 | +1.1% | 35,362 | +3.3% | 0.41% | +7.9% |
Q4 2021 | $1,111,000 | +26.5% | 34,218 | +18.5% | 0.38% | +16.9% |
Q3 2021 | $878,000 | -1.1% | 28,878 | +5.4% | 0.32% | -3.6% |
Q2 2021 | $888,000 | +29.4% | 27,394 | +28.0% | 0.34% | +19.5% |
Q1 2021 | $686,000 | +14.1% | 21,404 | +10.0% | 0.28% | +8.9% |
Q4 2020 | $601,000 | +199.0% | 19,454 | +141.3% | 0.26% | +149.0% |
Q3 2020 | $201,000 | -79.5% | 8,063 | -72.9% | 0.10% | -79.8% |
Q4 2019 | $982,000 | – | 29,702 | – | 0.52% | – |
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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% |