ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 408 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.02 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,925,574 | -3.5% | 115,180 | 0.0% | 0.55% | -9.9% |
| Q2 2023 | $3,032,692 | +93.6% | 115,180 | +102.1% | 0.61% | -15.2% |
| Q1 2023 | $1,566,653 | +1.2% | 56,990 | 0.0% | 0.72% | -12.1% |
| Q4 2022 | $1,547,848 | +19.7% | 56,990 | -0.7% | 0.82% | +6.2% |
| Q3 2022 | $1,293,000 | -14.3% | 57,370 | +3.3% | 0.78% | -14.2% |
| Q2 2022 | $1,508,000 | +113.3% | 55,540 | +149.6% | 0.90% | +187.9% |
| Q1 2022 | $707,000 | +8.1% | 22,250 | +6.0% | 0.31% | +4.0% |
| Q4 2021 | $654,000 | +91.8% | 20,985 | +87.4% | 0.30% | +69.7% |
| Q3 2021 | $341,000 | -6.1% | 11,200 | 0.0% | 0.18% | -9.2% |
| Q2 2021 | $363,000 | +0.3% | 11,200 | -2.6% | 0.20% | -3.0% |
| Q1 2021 | $362,000 | +6.8% | 11,500 | 0.0% | 0.20% | -11.0% |
| Q4 2020 | $339,000 | +43.0% | 11,500 | +21.1% | 0.23% | +14.6% |
| Q3 2020 | $237,000 | -2.9% | 9,500 | -2.3% | 0.20% | -8.8% |
| Q2 2020 | $244,000 | – | 9,725 | – | 0.22% | – |
Download | ||||||
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% |