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 | $306,742 | +40.5% | 12,076 | +45.7% | 0.07% | +38.5% |
| Q2 2023 | $218,288 | +0.9% | 8,290 | +5.3% | 0.05% | -39.5% |
| Q1 2023 | $216,442 | -18.0% | 7,873 | -20.4% | 0.09% | -27.1% |
| Q2 2022 | $264,000 | -17.5% | 9,891 | -7.1% | 0.12% | -2.5% |
| Q1 2022 | $320,000 | -5.3% | 10,646 | -1.0% | 0.12% | +6.1% |
| Q4 2021 | $338,000 | +22.5% | 10,749 | +22.4% | 0.11% | +9.6% |
| Q3 2021 | $276,000 | -1.8% | 8,780 | +0.1% | 0.10% | -14.0% |
| Q2 2021 | $281,000 | +2.6% | 8,768 | +0.6% | 0.12% | -11.7% |
| Q1 2021 | $274,000 | +3.8% | 8,718 | -2.7% | 0.14% | -20.8% |
| Q4 2020 | $264,000 | – | 8,959 | – | 0.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Eagle Bluffs Wealth Management LLC | 348,672 | $9,033,491 | 6.94% |
| FORTE ASSET MANAGEMENT LLC | 335,587 | $8,694,538 | 5.84% |
| COWA, LLC | 305,044 | $7,749,557 | 5.23% |
| Gunma Bank,Ltd. | 246,000 | $6,248 | 4.55% |
| Johnson & White Wealth Management, LLC | 181,695 | $4,615 | 4.17% |
| Fountainhead AM, LLC | 470,482 | $11,950,230 | 4.16% |
| Operose Advisors LLC | 371,519 | $9,436,578 | 3.74% |
| GDS Wealth Management | 859,564 | $21,832,926 | 3.43% |
| Kerntke Otto McGlone Wealth Management Group | 127,836 | $3,247,059 | 3.35% |
| Key Bridge Compliance, LLC | 398,018 | $10,109,645 | 3.16% |