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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $1,893,000 | -6.3% | 69,701 | +9.6% | 0.74% | +6.2% |
| Q1 2022 | $2,020,000 | +9.0% | 63,601 | +6.9% | 0.70% | +5.3% |
| Q4 2021 | $1,854,000 | -2.8% | 59,470 | -4.0% | 0.66% | -13.8% |
| Q3 2021 | $1,908,000 | +8.6% | 61,953 | +14.3% | 0.77% | +4.6% |
| Q2 2021 | $1,757,000 | +22.9% | 54,220 | +19.4% | 0.74% | +9.0% |
| Q1 2021 | $1,430,000 | +34.7% | 45,412 | +26.0% | 0.68% | +19.9% |
| Q4 2020 | $1,062,000 | +10.2% | 36,042 | -6.8% | 0.56% | -3.3% |
| Q3 2020 | $964,000 | +17.0% | 38,672 | +17.8% | 0.58% | +7.4% |
| Q2 2020 | $824,000 | +6.2% | 32,821 | -4.4% | 0.54% | -15.3% |
| Q1 2020 | $776,000 | -4.7% | 34,343 | +41.7% | 0.64% | +22.6% |
| Q4 2019 | $814,000 | – | 24,244 | – | 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% |