ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 446 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $614,455 | -18.9% | 22,206 | -17.8% | 0.57% | -23.1% |
| Q1 2024 | $757,761 | -79.2% | 27,024 | -79.3% | 0.75% | -79.5% |
| Q4 2023 | $3,648,948 | +12.4% | 130,366 | +2.0% | 3.64% | +8.8% |
| Q3 2023 | $3,247,059 | -3.4% | 127,836 | +0.1% | 3.35% | +1.7% |
| Q2 2023 | $3,363,000 | +1.0% | 127,711 | +5.4% | 3.29% | -3.8% |
| Q1 2023 | $3,329,000 | +42.8% | 121,116 | +41.1% | 3.42% | +27.7% |
| Q4 2022 | $2,331,000 | +42.6% | 85,819 | +18.2% | 2.68% | +8.9% |
| Q3 2022 | $1,635,000 | +19.4% | 72,591 | +44.0% | 2.46% | +20.6% |
| Q2 2022 | $1,369,000 | -0.3% | 50,400 | +16.6% | 2.04% | -35.0% |
| Q1 2022 | $1,373,000 | +16.5% | 43,228 | +14.4% | 3.14% | +118.7% |
| Q4 2021 | $1,179,000 | +84.8% | 37,802 | +80.3% | 1.44% | -24.5% |
| Q3 2021 | $638,000 | -6.7% | 20,966 | -0.7% | 1.90% | +596.3% |
| Q2 2021 | $684,000 | +26.2% | 21,104 | +22.5% | 0.27% | -3.9% |
| Q1 2021 | $542,000 | +16.1% | 17,233 | +8.7% | 0.28% | +2.9% |
| Q4 2020 | $467,000 | +17.6% | 15,848 | -0.5% | 0.28% | -5.2% |
| Q3 2020 | $397,000 | +24.8% | 15,931 | +26.0% | 0.29% | +0.3% |
| Q2 2020 | $318,000 | +59.0% | 12,640 | +43.0% | 0.29% | +29.5% |
| Q1 2020 | $200,000 | -35.1% | 8,838 | -3.5% | 0.22% | -13.8% |
| Q4 2019 | $308,000 | – | 9,160 | – | 0.26% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chicago Wealth Management, Inc. | 251,494 | $7,987,000 | 5.36% |
| Fountainhead AM, LLC | 328,156 | $10,422,000 | 4.63% |
| Kerntke Otto McGlone Wealth Management Group | 43,228 | $1,373,000 | 3.14% |
| Sterling Financial Planning, Inc. | 152,140 | $4,832,000 | 3.04% |
| First National Bank of Hutchinson | 163,677 | $5,199,000 | 3.03% |
| COWA, LLC | 173,456 | $5,512,000 | 2.74% |
| SUMMIT FINANCIAL GROUP, INC. | 210,315 | $7,696,000 | 2.61% |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 63,461 | $2,016,000 | 2.25% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $28,520,000 | 2.16% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 117,520 | $3,732,000 | 2.00% |