ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 449 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $714,153 | -3.1% | 28,116 | +0.5% | 0.15% | -4.4% |
| Q2 2023 | $736,978 | -1.1% | 27,990 | +3.3% | 0.16% | -24.6% |
| Q1 2023 | $744,954 | +2.5% | 27,099 | +1.3% | 0.21% | -3.7% |
| Q4 2022 | $726,703 | +11.6% | 26,756 | -7.4% | 0.22% | +5.8% |
| Q3 2022 | $651,000 | -10.5% | 28,891 | +8.0% | 0.21% | +3.5% |
| Q2 2022 | $727,000 | -11.9% | 26,760 | +3.1% | 0.20% | -6.1% |
| Q1 2022 | $825,000 | +9.7% | 25,966 | +7.7% | 0.21% | +15.8% |
| Q4 2021 | $752,000 | – | 24,106 | – | 0.18% | – |
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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% |