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 | $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 ↓ |
|---|---|---|---|
| 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% |